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.
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.