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CG Wealth Management

Transferring your wealth to the next generation

At Canaccord Genuity, we understand the complexities and emotional nuances of intergenerational wealth transfer.  Our Wealth Managers and Financial Planners are experts in estate planning and financial education for younger generations to ensure they are well-prepared to manage their inheritance. We also facilitate family meetings to maintain harmony and clear communication. Trust us to help you navigate the challenges of wealth transfer, ensuring a smooth and efficient process that honors your legacy and helps to secure your family’s financial future.

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Talk to one of our expert advisers to learn how CG Wealth Management can help you achieve your financial goals.

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Achieve more with CG Wealth Management

  • A Leading Australian Wealth Management Firm

    Our Wealth Management business has long-standing expertise in providing bespoke financial services to high-net-worth families, individuals and foundations. We have a strong national presence with 8 offices, 118+ Advisers, and $22b in assets under management.

  • Investment Management and Financial Planning

    We work collaboratively with each of our clients to help them build and protect their wealth by designing a customised portfolio containing a sophisticated mix of investments, diversified across and within asset classes.

  • Legacy and Estate Planning

    Engaging your entire family in a discussion around the responsibilities and opportunities that wealth brings significantly improves your odds of creating an enduring family legacy. Our Wealth Advisers can work with you and your solicitor to build a comprehensive plan for transferring assets to future generations, while also working with each generation to help manage your family’s legacy.

  • Superannuation and Retirement Planning

    Together with the government age pension, superannuation forms the basis for Australia’s retirement income policy, and is a tax effective way for all Australians to save for their retirement. An appropriate superannuation strategy is essential when planning your retirement to ensure you will be able to fund your desired retirement lifestyle.

  • Exclusive Access to New Share Issues

    Eligible wealth management clients have exclusive access to the diverse range of new share issues, initial public offerings (IPOs) and other investment opportunities offered by our highly regarded Capital Markets team, complete with automatic notification and direct bidding.

  • International Trading

    Experience the market-leading NetX360 international trading platform, offering access to all major foreign exchanges, with order placement and support during local market hours. Our clients also benefit from competitive spot rate FX pricing and a hassle-free process for transferring existing shares onto our platform.