Services

21 King Street West Suite 600 Hamilton ON, L8P 4W7

(905) 523-9433

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OUR PRODUCTS AND SERVICES

Whom do We Serve?

A typical client at Apel Investment Group is a family led by business owners or professionals; we also work with organizations in helping them grow investments. Our typical client is entering retirement, but we also help nonagenarians, their children and grandchildren. Estate planning, issues of intergenerational wealth, and tax planning are some of the major areas we focus on as become a priority for our clients.

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

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.

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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