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Client Resources

Empowering our clients to achieve more

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.

Weathering Recessionary Times: Six Actions for High-Net-Worth Investors

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

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

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  • A new offering in private wealth

    How CG Wealth Management’s approach helps advisors deliver for high-net-worth clients

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  • 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

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  • 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

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  • Brokerage Report Card 2022

    How investment advisors rated their firms' performance

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  • Why a billion-dollar advisor moved firms

    After making the leap from a bank to independent, leading advisor doubled his AUA in five years

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