Our Services

Wealth management that revolves around you

Our Investment Advisors offer their experience and knowledge in Wealth Management, Investment Management, Estate Planning and Philanthropy.

Our boutique wealth management practice is focused on understanding you and the values that will shape your legacy. We commit to your long-term goals through a tailored investment strategy that is personalized to your unique circumstances.

Financial Management Planning and Advisory Services

Investment Portfolio Management
Retirement Planning
Estate Planning*
Cash Flow Management
Risk Management
Insurance*

Investments

Stocks
Income Trusts
Preferred Shares
New Issues
Private Placements
Flow-through Investments – Tax Shelters
Bonds, Debentures, GICs
Mutual Funds
Hedge Funds
Indexes

Wealth Management Strategies

Retirement Compensation Arrangements
Individual Pension Plan
RRIF
Maximizing Portfolio Potential
Estate Bonds*
Using Trusts to Protect Your Assets

* Offered through CG Estate
Planning Services Ltd.