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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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TAG Talks Word in Red

TAG Talks - June 2024 (Recap)

Lisa Applegath

July 23, 2024

June was another positive month for our portfolios. As we reach the halfway mark of the year, the portfolios are off to a good start.

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Tag Talks Text

TAG Talks - May 2024 (Recap)

Lisa Applegath

July 11, 2024

After a tough April we saw a nice rebound in May with most equity markets up around three percent and, the bond market up about 1.8%. Earnings exceeded expectations by a slight margin and interest rat...

Read more Read more about TAG Talks - May 2024 (Recap)
typing on calculator

The 3 Most Important Words of 2024 – Pay Yourself First

Lisa Applegath

February 26, 2024

In the whirlwind of expenses and financial obligations, it can be easy to forget to prioritize our financial goals. When it’s time to pay our bills every month, there is often little left over, if any...

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20th Anniversaray Banner

T.A.G. Celebrates 20 Years at CIBC

Lisa Applegath

January 24, 2024

It is hard to believe that on January 26, 2024, The Applegath Group will mark our 20-year milestone at CIBC Wood Gundy.

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Muskoka chair overlooking farm

Home is Where the Heart Is

Lisa Applegath

December 21, 2023

As many of you know, we have a farm south of Collingwood, that we enjoy going up to most weekends. Not as many of you know the story of how we came about owning the farm.

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Leaves

Our Gratitude Journal, 2023

Lisa Applegath

October 03, 2023

As we approach the Thanksgiving holiday it is always good to reflect on what we are thankful for today.

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Globe and Mail Article

How this woman entrepreneur found a trusted financial advisor - and a friend

Lisa Applegath

September 13, 2023

The Applegath Group is very proud to share the attached article, featured in today’s Globe and Mail.

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Lisa and her son Reed

Wonder Women of Wealth, CIBC Run for the Cure, 2023

Lisa Applegath

August 31, 2023

I am so excited and passionate to be leading the Wonder Women of Wealth for the 4th year consecutive year in the annual CIBC Run for the Cure, on 1 October 2023.

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Robotic hand and human hand touching

Balancing the Artificial Intelligence Equation

Maddie Tanzola

July 27, 2023

The launch of Chat GPT has taken the world by storm as AI is on everyone’s minds these days. While companies have been leveraging AI for many years, the algorithms powering Chat GPT have created a buz...

Read more Read more about Balancing the Artificial Intelligence Equation
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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.

 
 
  • Rates
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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.