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The Applegath Group (T.A.G.)

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Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
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rose on floor

The Bloom is off the Rose

Lisa Applegath

March 20, 2025

The markets enthusiasm for the Trump administration’s promise of lower taxes and regulations has run into a maelstrom of chaos. Between the on and off again tariff threats, foreign policy reversals, a...

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Stock Chart

Take a Deep Breath

Lisa Applegath

February 25, 2025

The last few weeks has been very difficult, especially for proud Canadians. 

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2024 recap written on dice

2024 Recap

Lisa Applegath

February 18, 2025

We took the liberty of offering you a long and short version of our semi-annual newsletter below. Please take a moment to read our comments below.

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change from 2024 to 2025

What a Year!

Lisa Applegath

January 21, 2025

2024 is in the books and it turned out to be a terrific year for investors' portfolios. 

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Winter on a Farm

Home for the Holidays

Lisa Applegath

December 17, 2024

In a season that intrinsically invites us to finish a good story before beginning a new one, there is no better place to be than home. From ours to yours, may it be filled with lots of love, a few new...

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October Surprise? No, November!

Susy Fossati

November 19, 2024

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Wagon with pumpkins

So Far, So Good!

Lisa Applegath

October 16, 2024

The end of September brings a change a season and the end of the third quarter (Q3) of 2024. So far this year, investors portfolios have been a source of good news. Q3 added modestly to the growth.

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Nice save

Nice Save!

Lisa Applegath

September 19, 2024

Tom loves to watch sports that have a racer competing against a course as well as other competitors. Be it ski racing or car racing, one of the most exciting moments is when a racer makes a mistake an...

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Canadian dividend stocks

Revenge of the Dividend Stocks (… for a while)

Lisa Applegath

August 22, 2024

A lot has happened in the first two weeks of August, so we wanted to take this opportunity to address this. If you read out last comment, we were lamenting the under-performance of the Canadian divide...

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"CIBC Private Wealth" consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. ("CAM"); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. ("WMI"). CIBC Private Banking provides solutions from CIBC Investor Services Inc. ("ISI"), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth Services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license.

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.