OUR ADVISORS

Enabling elite advisors to do more for their clients

Unparalleled partnerships

CG Wealth Management empowers some of the best wealth advisors in our industry to deliver an unparalleled client experience and solutions to meet their clients’ goals.

We combine the robust resources of a trusted global financial services firm with the personalized approach and individualized services of a boutique. As a result, CG Wealth Management advisors get access to deep capabilities. These include:

  • Integrated wealth, estate, and insurance planning solutions
  • A full suite of portfolio and tax planning services
  • Competitive margin and investment lending capabilities
  • World-class fixed income, cash management and foreign exchange rates
  • Independent equity research on more than 950 companies across a broad range of growth sector
Matt Langsford

Matt Langsford

“CG has an openness to listening to good ideas, and the ability to execute on them. They are bringing institutional quality investment technology into the private client space.”

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Darcie Crowe

“At CG Wealth Management, my team is supported in delivering truly customized client solutions. We have the resources and capabilities to treat each client as an individual – no one is put in a box.”

Darcie Crowe
Will MacInnes

Will MacInnes

“CG has put together a world-class platform that allows advisors to deliver completely customized, unique solutions specific to every client’s needs and objectives."

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Lori Pinkowski

“The way CG combines cutting-edge technology with leading industry specialists is pivotal in allowing me to provide my clients with the first-class service they deserve."

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Lori Pinkowski
Cam Currie

Cam Currie

“The culture at CG is entrepreneurial. Finding people that are like-minded, with common goals and interests, inside our firm is one of the unique things about CG. I’ve been at CG for 30 years simply because of the culture, the flexibility and the ability to expand in different dimensions.”

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Jerry Basran

“At CG, I get to do what I love and not be asked or influenced to sell certain products in a certain way. I have the support of a collaborative culture to go out and be in the decision-making chair in how I provide customized solutions to my clients."

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Jerry Basran

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Find an Investment Advisor from our network of specialists across Canada.