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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
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Telephone Number Tel

About Wood Gundy

What is our typical investment mandate?

 

Most of our clients rely on us to generate moderate to high returns at an acceptable level of risk. When buying stocks we focus on predictable earnings and dividend generators, and pay a price at a discount to intrinsic value. We offer a wide selection of guaranteed deposits, which we mainly use as a benchmark which we strive to outperform over time.

 

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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DISCOVER A BETTER WAY

For the past 25 years Apel Investment Group has become recognized for Trusted financial performance.

 

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 headshot

Yves Apel

Senior Investment Advisor

Tel:

(905) 523-9433

Email:

Yves.Apel@cibc.com

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headshot

Puvana Murugesu

Client Associate

Tel:

(905) 526-4750

Email:

Puvana.Murugesu@cibc.com

headshot

Renas Peshdary

Administrative Assistant

Tel:

(905) 523-0655

Email:

Renas.Peshdary@cibc.com

Yves headshot

Yves Apel

Senior Investment Advisor
(905) 523-9433
Yves.Apel​@cibc.com
Linkedin Twitter

Puvana Murugesu

Client Associate
(905) 526-4750
Puvana.Murugesu​@cibc.com

Renas Peshdary

Administrative Assistant
(905) 523-0655
Renas.Peshdary​@cibc.com
 
 
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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.