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

Lee Appleton

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Our team

Address 1708 Dolphin Avenue Suite 1007 Kelowna BC, V1Y 9S4
Telephone Number (250) 717-2608
Email Email us
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Our team

CIBC Wood Gundy is part of CIBC Private Wealth. We provide clients with premium financial services and investment advice that spans across global markets. Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy investment advisors to manage their financial futures. Today, with over 1,000 advisors in 80 locations across the country, we continue to provide clients with expert advice and superior service.

We support you through some of life’s most significant decisions, including:

  • Retirement and financial planning
  • Inheritance
  • Strategic philanthropy
  • Legacy planning
  • Business succession
 
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Lee Appleton

Lee Appleton, CFA

Portfolio Manager

Investment Advisor

Tel:

(250) 717-2608

Email:

lee.appleton@cibc.com

Lee combines his very strong analytic knowledge with excellent interpersonal skills to assist clients achieve their long term goals. Prior to joining CIBC Wood Gundy, he worked for 12 years on the institutional side of investment management in research and mutual fund management. He has been a guest on the Business News Network (BNN) and the CBC, in addition to contributing to the Globe and Mail and the Dow Jones news services.

Lee is a licensed Portfolio Manager who provides discretionary portfolio services to clients relieving their day-to-day decisions of the markets. He holds the Chartered Financial Analyst ® designation.

In his spare time, you will find Lee road biking or camping during the summer with his family of three children, and downhill or cross country skiing in the winter months.

Lee has previously served as a director of the Kelowna General Hospital Foundation and president of the CFA Society Okanagan.

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Zachary Bingley

Administrative Assistant

Tel:

(250) 717-2618

Email:

zachary.bingley@cibc.com

Zachary is our newest addition to the team and is responsible for our day to day administrative operations. In 2019, he graduated with a Bachelor of Management degree from UBC Okanagan, with a concentration in Finance. Since then, he has contributed to launching various community-based projects through meaningful research assignments and consulting based worked.

Outside of the office, Zachary enjoys spending time with his family and friends while also volunteering within the Okanagan community when he can.

Zachary believes time is well spent when helping others and is excited to be working with clients at CIBC Wood Gundy. Clients can rely on Zachary to assist them with their account administration in an attentive and efficient manner.

Lee Appleton

Lee Appleton, CFA

Portfolio Manager
Investment Advisor
(250) 717-2608
lee.appleton​@cibc.com

Lee combines his very strong analytic knowledge with excellent interpersonal skills to assist clients achieve their long term goals. Prior to joining CIBC Wood Gundy, he worked for 12 years on the institutional side of investment management in research and mutual fund management. He has been a guest on the Business News Network (BNN) and the CBC, in addition to contributing to the Globe and Mail and the Dow Jones news services.

Lee is a licensed Portfolio Manager who provides discretionary portfolio services to clients relieving their day-to-day decisions of the markets. He holds the Chartered Financial Analyst ® designation.

In his spare time, you will find Lee road biking or camping during the summer with his family of three children, and downhill or cross country skiing in the winter months.

Lee has previously served as a director of the Kelowna General Hospital Foundation and president of the CFA Society Okanagan.

Zachary Bingley

Administrative Assistant
(250) 717-2618
zachary.bingley​@cibc.com

Zachary is our newest addition to the team and is responsible for our day to day administrative operations. In 2019, he graduated with a Bachelor of Management degree from UBC Okanagan, with a concentration in Finance. Since then, he has contributed to launching various community-based projects through meaningful research assignments and consulting based worked.

Outside of the office, Zachary enjoys spending time with his family and friends while also volunteering within the Okanagan community when he can.

Zachary believes time is well spent when helping others and is excited to be working with clients at CIBC Wood Gundy. Clients can rely on Zachary to assist them with their account administration in an attentive and efficient manner.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.