About CG
Driven by your success
Specialist financial planners and investment advisors
CG Wealth Management is a leading, Canadian independent investment management firm, focused on providing best-in-class wealth management strategies and capabilities.
Our global wealth management businesses are entrusted with nearly $98 billion‡ in client assets. As a recognized and trusted brand, we offer something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions—not templates.
Our Investment Advisors, in collaboration with specialists from across CG have access to a vast array of resources and knowledge. This investor-focused approach, backed by industry leading research, analysis, and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service. We are driven by your success.
The wealth management operations of the CG group (CG Wealth Management) provide comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets.
CG Wealth Management has Investment Advisors (IAs) and professionals in Canada, the UK, Jersey, Guernsey, the Isle of Man and Australia and has advisors in Canada who are registered in the US.
In Canada, CG Wealth Management is a division of CG Corp. In the UK, CG Wealth Management operates as CG Wealth Limited and, in the Channel Islands and the Isle of Man, as CG Wealth (International) Limited. CG Wealth Management deals with US persons through CG Wealth Management (USA) Inc.
A member of several key financial organizations
CG Group Inc., the registered company operating CG Wealth Management, is proud to be a member of the following organizations:
Safeguarding your investments
CG Group Inc. is a participant organization with the Canadian Depository for Securities (CDS). CDS is Canada’s national securities depository, clearing and settlement hub.
CDS is accountable for the safe custody and movement of equity, fixed-income and money market securities, accurate record keeping, the processing of post-trade transactions, and the collection and distribution of entitlements relating to the securities that have been deposited by participants.
CDS is regulated by the Ontario and Quebec securities commissions and the Bank of Canada, with working and reporting relationships with the Canadian Securities Administrators (CSA), other provincial securities commissions and the Office of the Superintendent of Financial Institutions. For more information, please visit cds.ca.
Client accounts with CG Wealth Management are protected through additional agencies including the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).ǂ While no investment strategy offers complete protection from changing market values or investment product performance, the CIPF protects investors from losses due to insolvency of a CIPF member. For more information, please visit cipf.ca.
Life insurance solutions purchased through CG Wealth & Estate Planning Services Ltd. are protected through Assuris. Please visit assuris.ca for more information.
* Administered and managed by CG Wealth Management in Canada and affiliated operating companies of the CG group worldwide.
** Services offered through CG Wealth & Estate Planning Services Ltd.
ǂ As of 30-June-2023. Administered and managed by CG Wealth Management in Canada, the UK, Europe and Australia.
ǂ CG Wealth Management is a division of CG Corp., a Member of the Canadian Investor Protection Fund and IIROC.