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
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.”
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.”
