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

Apel Investment Group

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Services

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

Institutional Clients

Investing for institutions bound by policy and regulation requires clarity, responsiveness, access, and precision in reporting. We are backed by an experienced network of leading market and administrative experts to deliver on the exacting mandates of our clients.

 

Private Clients

We advise investors who require experienced leadership from their advisors to help them grow, protect, and transition their substantial wealth.

Apel Investment Group’s mission is to provide insightful, complete, confidential, and caring wealth management advice, and to target a competitive rate of investment growth and income. The tailored service we deliver reflects your personal and financial goals.

To help make your ambition a reality, clients enjoy access to a full range of investment and wealth management services, such as investment management, private and commercial banking, estate planning, tax strategies, trust creation, business succession planning and philanthropy, which we coordinate with your existing professional advisors.

Our motto is simple: be insightful, work hard, and be honest. We are discreet and do our utmost to help advance your financial position and peace of mind.

 

Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including:

  • Financial planning
  • Investment advice 
  • Registered savings solutions
  • Estate planning
  • Business transition planning 
  • Charitable giving
 
A couple getting investment advice from their advisor

Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
A couple looking at an estate plan with their investment advisor

Estate Planning

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

 
A group of people in business attire discussing with an investment advisor

Business Transition Planning

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.

 
A couple discussing with an investment advisor in an office environment

Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
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Charitable Giving

Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:

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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.