How CG Wealth Management helps advisors deliver high net worth clients | Job Binary


In today’s markets, ultra-high-net-worth and high-net-worth clients require customized solutions to meet their complex goals and needs. Brian spoke with Stuart Raftus, President of CG Wealth Management, and three of the firm’s top senior wealth advisors: Darcy Crowe, Thane Stenner and David LePoidevin, to find out if CG Wealth Management is the best choice for investors.


Embedded imageBrian Borzikowski is an award-winning business journalist. He speaks regularly 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 numerous publications. He is also the founder and editorial director of ALLCAPS Content. In this video, Brian talks with CG Wealth Management, a Canadian wealth management firm, about what ultra-high net worth investors want from their advisors and the financial firms they work with today.



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