CG Wealth Management Canada

www.canaccordgenuity.com

At CG Wealth Management, we take a purposefully different approach to wealth management. We saw an opportunity to build a highly personalized wealth management firm that meets the unique needs of high-net-worth Canadians better than anyone in the country.  Our global footprint, boutique culture and industry-leading resources and specialists allow us to deliver customized client solutions that aim to provide better outcomes and an unmatched client experience. It is a privilege to advise some of Canada’s most influential individuals and families. To meet these clients’ unique needs, our industry's leading advisors leverage CG’s vast resources, including wealth management and planning capabilities, investment specialists, technology, and global research. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corporation, Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance and estate planning services are offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.

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At CG Wealth Management, we take a purposefully different approach to wealth management. We saw an opportunity to build a highly personalized wealth management firm that meets the unique needs of high-net-worth Canadians better than anyone in the country.  Our global footprint, boutique culture and industry-leading resources and specialists allow us to deliver customized client solutions that aim to provide better outcomes and an unmatched client experience. It is a privilege to advise some of Canada’s most influential individuals and families. To meet these clients’ unique needs, our industry's leading advisors leverage CG’s vast resources, including wealth management and planning capabilities, investment specialists, technology, and global research. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corporation, Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance and estate planning services are offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.

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Country

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City (Headquarters)

Toronto

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Employees

1001-5000

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Founded

1950

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Estimated Revenue

$50,000,000 to $100,000,000

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Social

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Potential Decision Makers

  • Vice President and Senior Investment Advisor , Pfp , Fcsi

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Wealth Management , Investment Advisor and Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Portfolio Manager and Investment Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Manager , Ontario Service Centre

    Email ****** @****.com
    Phone (***) ****-****

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