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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

The Applegath Group (T.A.G.)

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Life Wheel™

This is your Life Design

This is your Life Design

Life Wheel™

The Life Wheel™

Launching The Applegath Group thirty years ago was not simply to create a business for taking care of money or people. Taking care is how Tom and I live. Our clients know we are there for them in every way. And they know that we are exactly who we say we are— as individuals, as a couple, and as a team.

We know how to help you sort through the complex and emotional issues of life so you can live without the worries or concerns of managing your present and your future.

As knowledgeable, forward-thinking life solution designers, our holistic designs and plans provide you with solutions. The LIFE DESIGN is the bespoke master plan designed for you.

A simple way to understand each element in a holistic Life Design is our LIFE WHEEL. When all twelve elements are addressed and work together harmoniously, a life can be well planned to be well lived.

Life Wheel
 
Making sure my family can maintain a comfortable lifestyle if I (or we) prematurely die or are disabled. Peace of mind means knowing your family will be cared for. Before creating your Life Design, we assess what life would look like if you were suddenly disabled or gone and plan for every scenario. Our goal is to ensure your family is disaster-proof, with your goals, assets, and liabilities managed by a solid financial design.
Being able to enjoy life and achieve my financial goals, knowing my cash flow is organized and prioritized. As you move toward financial independence, we help you create your ideal lifestyle. Our Life Design ensures your money flows to the right places and gives you confidence to enjoy life now while saving for future goals.
Freedom to choose to work—or not—knowing my assets will support my lifestyle from now on. We ensure your financial security so you have the freedom to pursue your goals, on your terms. True independence is having the resources to create your lifestyle now and in the future.
Confidence that my assets are managed with strategies that provide a safe and abundant future. You've worked hard to build your wealth; we work hard to help you grow it. We act as stewards, designing a prudent plan to manage your assets for your success and for future generations.
Ensuring I can provide educational opportunities and advantages for the next generations. Education is vital for your family's future success. Setting aside funds for educational needs gives your children or grandchildren choices for post-secondary education and beyond.
Assurance that my loved ones are well protected and well situated once I am gone. You want to pass on your good fortune to your family. Some may need extra support to maintain a household or save for retirement. We help you design a financial legacy that honors you and provides for your family, worry free.
Generously helping family members when they need it most. If you have the means, you can offer a 'warm hand gift' to younger family members—helping with a wedding, a home purchase, or a new baby. These gifts are meaningful, timely, and uplifting for the whole family.
Investing in my family’s ventures as they make their own mark. Sometimes you can support a family member in a venture with no expectation of repayment, such as a business start-up or a career in the arts. Our goal is to help you provide meaningful support, so your family can make their own 'dent' in the universe.
Giving myself permission to pursue personal dreams, once everything and everyone is secured. After securing your lifestyle and your family's needs, any surplus money can be used to pursue your personal dreams. We coach you to define and achieve these aspirations.
Focusing my energy and assets on projects that inspire and fulfill me. Once your aspirational goals are defined, we encourage and coach you to fulfill your passion project—spending surplus capital to enrich your life now.
Creating and extending my personal and family legacy of giving back. Giving back means planting trees whose shade you may never enjoy. Whether you give now or later, anonymously or publicly, we help you create a tradition of generosity that can be passed down for generations.
Ensuring I can care for myself at every stage of life, with solutions for every contingency. Health is priceless. Part of your Life Design is knowing you have the best options for any situation, so you can take care of your physical, mental, and spiritual well-being.
 
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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
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • CIRO AdvisorReport
  • Accessibility at CIBC
  • Manage Cookie Preferences
  • Cookie Policy
Canadian Investment Regulatory Organization Canadian Investor Protection Fund

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.