We take a purposefully different approach to wealth management.
At CG, we saw an opportunity to build a highly personalized wealth management firm that enables advisors to help high-net-worth families and individuals address the complex challenges of managing significant wealth.
Our global footprint, boutique culture and industry-leading resources and specialists allow us to preserve and grow your capital. Our advisors are empowered to deliver customized advice, unmatched service, and unparalleled wealth management capabilities.
A Boutique Culture
At CG Wealth Management, excellence is our standard. Our culture is designed to give advisors the agility and flexibility to provide deeply customized solutions for each of their clients.
CG Wealth Management Capabilities
To meet our clients’ unique needs, CG’s industry leading advisors are able to leverage the vast resources of a trusted global financial services firm while providing the personalized approach and individualized services of a boutique. This combination better equips our advisors to help individuals, families, and foundations manage the complexities of exceptional wealth.
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Personalized Wealth & Estate Planning
Specialized team works alongside advisors to provide clients with advice on tax strategies, strategic business planning, intergenerational wealth planning, and strategic philanthropy. -
CG WealthIQ
CG’s proprietary wealth management ecosystem where all of CG’s unparalleled people, products, and technology solutions come together to enable advisors to build, track, and optimize bespoke managed accounts and financial plans. -
Industry Leading Technology
Streamlined, fully digital client experience — from onboarding and investment planning to communication and reporting. -
Open Architecture Products
Access to wide range of premium products enabling customized portfolio solutions, including over 150 mutual fund & ETF companies, one of the largest GIC offerings with access to over 45 issuers, fixed income, competitive foreign exchange rates, and margin capabilities. -
Global Scale, Local Experience
Access to strategists and independent equity research on over 900 companies across Canada, US, UK, and Australia. Strong partnership with CG Capital Markets provides unique investment opportunities.