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    • Nov 18, 2022

      CG Wealth Management is using game-changing technology to enable its wealth advisors

      CGWMan-Feature
      4:43

      CG Wealth Management is using game-changing technology to enable its wealth advisors

      As technology continues to streamline the lives of Canadians, private wealth advisors managing large and complex practices are also striving to create a seamless the client experience. Over the past few years, CG Wealth Management has made significant investments in technology solutions that make everything from onboarding, document signing and financial planning easier and more efficient to do, all with the goal of enabling their advisors to deliver a seamless client experience. To learn more about how CG approaches technology, Bryan spoke with Stuart Raftus, CG Wealth Management’s president, Fera Jeraj, CG’s Chief Technology Officer and two of the firm’s leading senior wealth advisors: Darcie Crowe and Rob Tetrault.

    • Oct 24, 2022

      still
      7:20

      How CG Wealth Management’s approach helps advisors deliver for high net worth clients

      In today’s markets, ultra-high-net-worth and high-net-worth clients increasingly require customized solutions to meet their complex goals and needs. To find out what makes CG Wealth Management the best choice for these investors, Bryan talked to Stuart Raftus, CG Wealth Management’s president, and three of the firm’s leading senior wealth advisors: Darcie Crowe, Thane Stenner, and David LePoidevin.

    • Oct 24, 2022

      BryanBorzykowski

      Bryan Borzykowski

      Bryan Borzykowski is an award-winning business journalist. He regularly speaks on CTV News Channel and SiriusXM Radio, has also appeared on BNN Bloomberg and CP24, and has contributed to the New York Times, Washington Post, CNBC, BBC Worldwide, Globe and Mail and many publications. He is also the founder and editorial director of ALLCAPS Content. In this video, Bryan spoke to CG Wealth Management, a cross-Canada wealth management firm, about what ultra and high-net-worth investors want from their advisors and the financial firms they work with today.