At Appleton Investment Partners, our mission is simplifying your life through our guidance and tailored investment solutions. Discover how our commitment to clarity and partnership has helped clients achieve their financial goals, one success story at a time.

Let these experiences inspire your own journey. Reach out to us today and see how we can simplify your financial future together.

“My family has been fortunate in having had Lee Appleton, CFA at CIBC Wood Gundy as our investment Advisor. He and his team at CIBC Wood Gundy demonstrate complete competence and professionalism at all times. Our recent need for a cross border financial transfer was associated with significant investment planning complexity to minimize tax our liability. Lee Appleton was able to provide sophisticated investment analysis for decision making and coordinate effectively with other professionals both within and outside Wood Gundy to optimize our financial situation” ~SC, Surgeon