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The Applegath Group (T.A.G.)

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T.A.G. Talks / Blog

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-7948
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Tax Refund letter blocks

Tax Refund - What to do???

Lisa Applegath

May 26, 2022

Before you start picking out your new 85-inch TV screen, you might want to consider a few other options when it comes to deciding what to do with your tax refund. As tempting as it might be to splurge...

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For Sale Sign on Lawn

My Gift Now: Giving your Children a Step up, Literally

Lisa Applegath

March 28, 2022

One of the issues that some parents worry about is the difficulties that their children will have buying a house. With two adult sons ourselves, we know what this means.

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My Passion Project

Lisa Applegath

March 01, 2022

February is all about heart. Whether we are celebrating Valentine’s Day or Family Day or we are taking this time to look at our own personal health and well-being (February is also national heart mont...

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A New Year, A New Plan: Your 2022 Financial Resolution

Lisa Applegath

January 17, 2022

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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.