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.
Personalized Wealth & Estate Planning
Integrated wealth, estate, and insurance planning solutions tailored to your unique needs.
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.
159 Advisors · 10 Offices
UK and Europe
214 Advisors · 12 Offices
111 Advisors · 7 Offices