Achieve more with CG Wealth Management

We take a purposefully different approach to wealth management.

At CG, we saw an opportunity to build a highly personalized wealth management firm that helps 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. We deliver customized advice, unmatched service, and best-in-class wealth management capabilities.

A Boutique Culture

At CG Wealth Management, excellence is our standard. Our culture is designed to give us the agility and flexibility to provide deeply customized solutions for each of our clients.

An image of Stuart Raftus alongside the quote: "CG is unique. We have built a high touch, boutique wealth management firm focused on enabling Canada's best advisors to deliver bespoke solutions and a seamless experience for 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.

Personalized Wealth & Estate Planning

Integrated wealth, estate, and insurance planning solutions tailored to your unique needs.

CG WealthIQ

CG’s proprietary wealth management ecosystem where all of CG’s best-in-class specialists, products, and technology solutions come together to build, track, and optimize financial plans.

Industry Leading Technology

Seamless and digitized client experience from onboarding to investment plans, to communication, to reporting.

Open Architecture Products

Access to wide range of premium products enabling customized portfolio solutions, including over 130 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.

Collaboration with Capital Markets team

Strong partnership with Capital Markets and access to global insights and research on more than 950 companies across a broad range of growth sectors.

Global Scale, Local Expertise

Offices across Canada, UK, Europe, and Australia combined with an agile and partnership driven local culture.

Global perspective. Boutique culture. Driven by partnership.

With wealth management offices in Canada, the UK & Europe, and Australia, CG’s clients get easy access to global insights, research, and strategists. Globally, we oversee total client assets of more than $90 billion.

Canada

159 Advisors · 10 Offices

UK and Europe

214 Advisors · 12 Offices

Australia

111 Advisors · 7 Offices

How can we help?

If you would like to find out more about CG Wealth Management or any of our services, please contact us.