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

Apel Investment Group

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About us

Address 21 King Street West Suite 600 Hamilton ON, L8P 4W7
Telephone Number (905) 523-9433
Email Email us
Email Email
Telephone Number Tel

About Wood Gundy and Private Wealth Management

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DISCOVER A BETTER WAY

For nearly thirty years Apel Investment Group is earning the trust and confidence of our valued clients.

 

CIBC Private Wealth Management was established to meet the unique needs of high-net-worth clients by integrating private banking, investment management and trust solutions though comprehensive financial planning and specialized advisory capabilities. Today, Private Wealth Management plays an important role in CIBC’s overall advisory offer, employing over 450 individuals across Canada and managing nearly $20 billion in assets. At Private Wealth Management, we believe in a holistic approach to wealth management, incorporating all aspects of clients' financial affairs to provide an integrated plan to help grow and preserve their wealth. Our services include:​

  • Private Banking and Credit Manageme​nt​​: We create customized banking solutions based on your needs, from simple day-to-day banking to complex cash and credit manage​ment solutions.
  • Portfolio Management and Investment Advice: Since 1905, generations of Canadians have relied on the expertise of CIBC Wood Gundy Investment Advisors to manage their financial futures. Our exclusive discretionary and premium portfolio management services allow for personalized advice and tailored investment strategies to meet your financial objectives. We draw on the expertise and capabilities of CIBC Capital Markets as well as the financial strength of the CIBC Group of companies. Central to the integrated CIBC Private Wealth Management approach, our advisors are well positioned to access and deliver integrated wealth management solutions to High Net Worth individuals and families across Canada.
  • Financial Planning: We provide a wealth management plan that reflects your priorities and focuses on helping you achieve your financial goals.
  • Executor and Trustee Services: With expertise in estate and trust administration, property management, investment management and tax preparation, we can help you preserve and protect what is important to you.

 

Please contact us for a Confidential review or a second opinion, and discover a better way, today and for your next twenty years. Yves direct line is 905-523-9433 or toll-free 866-222-0610. You can also contact follow him on Twitter or contact him at yves.apel@cibc.com

Yves Apel

Yves Apel

Senior Investment Advisor

Tel:

(905) 523-9433

Email:

Yves.Apel@cibc.com

Linkedin

Yves is an industry veteran who has built a practice by delivering uncompromising value and a commitment to an elevated client experience. “I want our clients to be treated with respect, focus, and sophistication.” After thirty years, Yves is especially proud to work with several multi-generational families that continue to grow and prosper.

Harsh Chahal

Harsh Chahal, CIM®

Financial Associate

Tel:

(905) 526-4733

Email:

harsh.chahal@cibc.com

Linkedin

Harsh serves as Yves’ indispensable ally in investment management. His daily responsibilities encompass market monitoring, client account evaluation, managed funds’ reviews, and brainstorming with Yves for innovative investment strategies. Harsh has earned the Chartered Investment Manager (CIM®) designation and holds certification in Derivative Market Strategies.

Puvana Murugesu

Puvana Murugesu

Client Associate

Tel:

(905) 526-4750

Email:

Puvana.Murugesu@cibc.com

Puvana is a wealth management industry veteran, having joined CIBC in 1999. Using her experience, she advocates for clients with various departments. She is in charge of the accuracy of monthly deposits, reconciliation of daily activities, online support, insurance administration, and overall team operations. If it’s time-sensitive, Puvana will even come to your door; otherwise, she is only a call, a text, or an email away.

Renas Peshdary

Renas Peshdary

Administrative Assistant

Tel:

(905) 523-0655

Email:

Renas.Peshdary@cibc.com

Renas oversees incoming client transfers, wires, stock-related events, foreign exchange, tailored tax reporting, and complex estate settlements. Renas is a key person who liaises with clients’ accountants, bankers, and lawyers. Renas has worked in banking and wealth management for almost fifteen years and is an aspiring fashion designer.

Harsh Chahal

Harsh Chahal, CIM®

Financial Associate
(905) 526-4733
Opens in your telephone provided application.
harsh.chahal​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Harsh serves as Yves’ indispensable ally in investment management. His daily responsibilities encompass market monitoring, client account evaluation, managed funds’ reviews, and brainstorming with Yves for innovative investment strategies. Harsh has earned the Chartered Investment Manager (CIM®) designation and holds certification in Derivative Market Strategies.

Puvana Murugesu

Puvana Murugesu

Client Associate
(905) 526-4750
Opens in your telephone provided application.
Puvana.Murugesu​@cibc.com
Opens in your email provided application. Opens in a new tab.

Puvana is a wealth management industry veteran, having joined CIBC in 1999. Using her experience, she advocates for clients with various departments. She is in charge of the accuracy of monthly deposits, reconciliation of daily activities, online support, insurance administration, and overall team operations. If it’s time-sensitive, Puvana will even come to your door; otherwise, she is only a call, a text, or an email away.

Renas Peshdary

Renas Peshdary

Administrative Assistant
(905) 523-0655
Opens in your telephone provided application.
Renas.Peshdary​@cibc.com
Opens in your email provided application. Opens in a new tab.

Renas oversees incoming client transfers, wires, stock-related events, foreign exchange, tailored tax reporting, and complex estate settlements. Renas is a key person who liaises with clients’ accountants, bankers, and lawyers. Renas has worked in banking and wealth management for almost fifteen years and is an aspiring fashion designer.

Yves Apel

Yves Apel

Senior Investment Advisor
(905) 523-9433
Opens in your telephone provided application.
Yves.Apel​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Yves is an industry veteran who has built a practice by delivering uncompromising value and a commitment to an elevated client experience. “I want our clients to be treated with respect, focus, and sophistication.” After thirty years, Yves is especially proud to work with several multi-generational families that continue to grow and prosper.

Harsh Chahal

Harsh Chahal, CIM®

Financial Associate
(905) 526-4733
Opens in your telephone provided application.
harsh.chahal​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Harsh serves as Yves’ indispensable ally in investment management. His daily responsibilities encompass market monitoring, client account evaluation, managed funds’ reviews, and brainstorming with Yves for innovative investment strategies. Harsh has earned the Chartered Investment Manager (CIM®) designation and holds certification in Derivative Market Strategies.

Puvana Murugesu

Puvana Murugesu

Client Associate
(905) 526-4750
Opens in your telephone provided application.
Puvana.Murugesu​@cibc.com
Opens in your email provided application. Opens in a new tab.

Puvana is a wealth management industry veteran, having joined CIBC in 1999. Using her experience, she advocates for clients with various departments. She is in charge of the accuracy of monthly deposits, reconciliation of daily activities, online support, insurance administration, and overall team operations. If it’s time-sensitive, Puvana will even come to your door; otherwise, she is only a call, a text, or an email away.

Renas Peshdary

Renas Peshdary

Administrative Assistant
(905) 523-0655
Opens in your telephone provided application.
Renas.Peshdary​@cibc.com
Opens in your email provided application. Opens in a new tab.

Renas oversees incoming client transfers, wires, stock-related events, foreign exchange, tailored tax reporting, and complex estate settlements. Renas is a key person who liaises with clients’ accountants, bankers, and lawyers. Renas has worked in banking and wealth management for almost fifteen years and is an aspiring fashion designer.

Yves Apel

Yves Apel

Senior Investment Advisor
(905) 523-9433
Opens in your telephone provided application.
Yves.Apel​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Yves is an industry veteran who has built a practice by delivering uncompromising value and a commitment to an elevated client experience. “I want our clients to be treated with respect, focus, and sophistication.” After thirty years, Yves is especially proud to work with several multi-generational families that continue to grow and prosper.

Harsh Chahal

Harsh Chahal, CIM®

Financial Associate
(905) 526-4733
Opens in your telephone provided application.
harsh.chahal​@cibc.com
Opens in your email provided application.
Linkedin
Opens in a new tab.

Harsh serves as Yves’ indispensable ally in investment management. His daily responsibilities encompass market monitoring, client account evaluation, managed funds’ reviews, and brainstorming with Yves for innovative investment strategies. Harsh has earned the Chartered Investment Manager (CIM®) designation and holds certification in Derivative Market Strategies.

 

CIRO Know Your Advisor: Advisor Record 

Click on the link to look up the name of an investment advisor - Yves Apel - and see:

Whether I am currently regulated by CIRO (Canadian Investment Regulatory Organization)

My approval categories, what provinces I can work in, and any terms or conditions on my license

Former firms I have worked with

Industry courses I have taken, and

Any regulatory disclosures of disciplinary actions I may have been a party to.

 

How Investment Decisions are Made

We build portfolios to client specification: we listen to your preferences and needs, and consider the immediate as well as the very long-term objectives. We collaborate with clients and go beyond the obvious. Some of our clients are hands-on, others require the management decisions to be delegated.  Our toolkit is second to none: options, stocks, bonds, managed funds, hedge funds, REITs, flow-through shares, IPOs, private equity and debt, and guaranteed deposits.

 

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 800 advisors in 100 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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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.