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CG Wealth Management

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Focus on Fundamentals

A Personalized Approach to Complete Wealth Management

As a Senior Investment Advisor, Steve Stavridis runs a wealth management practice that includes financial, estate* and tax planning through CG Wealth Management. His team develops customized asset management and comprehensive financial plans for professionals, executives, entrepreneurs and families, using his 30 years of experience in the wealth management industry, and teams support.

* Offered through Canaccord Genuity Wealth & Estate Planning Services

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Services Overview

Investment Management

We can help you create customized, diversified portfolios built to provide healthy, risk-adjusted returns.

Wealth & Estate Planning

With help from CG’s wealth and estate planning specialists, we will work with you to design a plan tailored to your unique needs and objectives.

Tax Planning & Insurance Solutions

With help from CG’s tax and insurance specialists, we can offer you comprehensive solutions to mitigate taxation.

Cash
Management

With access to the country’s largest institutional cash deposits, we can provide you with comprehensive cash management solutions.

Newsletter

Our Quarterly Newsletter provides educational and insightful information regarding current financial topics.

Spring 2024 Newsletter

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Please contact us today to learn more about our solutions and services.

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The information on this web site is intended for use by persons resident and located in Canada only.
Insurance and estate planning services are provided by Canaccord Genuity Wealth & Estate Planning Services Ltd.
Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization (CIRO).
Research the background, qualifications and disciplinary information on advisors at CIRO-regulated firms by generating a CIRO Advisor Report.