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 enables advisors to independently 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 best-in-class 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.

  • 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 best-in-class people, products, and technology solutions come together to enable advisors to build, track, and optimize bespoke managed accounts and 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.
  • Global Scale, Local Expertise

    Access to strategists and independent equity research on over 950 companies across Canada, US, UK, and Australia. Strong partnership with CG Capital Markets provides unique investment opportunities.

How can we help?

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