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 Management: We create customized banking solutions based on your needs, from simple day-to-day banking to complex cash and credit management 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
