Industry Insights
We offer our clients up-to-date insights on today's most critical issues. We share our deep industry knowledge through client resources, opinion pieces, and strategists.
Positioning Portfolios in this Current Environment: Higher Rates for Longer?
Take Steps to Protect Yourself: A Cybersecurity Checklist
Preparing Your Portfolio for a Recession
Estate Planning Considerations for Families: Have You Explored the Use of a Trust?
Managing a Financial Windfall
Making Sense of the Volatile Markets
Is Canada at Risk of Stagflation?
Personal Finance Considerations in Rising Interest Rate Times
Six Money Questions to Discuss with Your Partner
Press
-
A different option in Canadian wealth management
At CG Wealth Management, advisors are positioned to be independent and to source the best possible investment solutions -
A new offering in private wealth
How CG Wealth Management’s approach helps advisors deliver for high-net-worth clients -
How technology is enabling wealth advisors to do more for clients
CG's CTO outlines how CG Wealth Management’s advanced technology platform enables our industry-leading advisors to do more for their clients -
CG Wealth Management is using game-changing technology to enable its wealth advisors
The firm has made significant investments in technology solutions that make everything from onboarding, document signing and financial planning easier and more efficient to do -
Why a billion-dollar advisor moved firms
After making the leap from a bank to independent, leading advisor doubled his AUA in five years