About CG Wealth Management
CG Wealth Management is a company based in Edmonton (Canada) founded in 1950. It operates as a B2B, and B2C. CG Wealth Management offers products and services including Investment Management, Financial Planning, and Investor Insights. CG Wealth Management operates in a competitive market with competitors including Investec, Bank of America, S&P Global, Sun Life Financial and FIS, among others.
- Headquarter Edmonton, Canada
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Canaccord Genuity Corp.
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Annual Revenue
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Net Profit
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Employee Count
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Products & Services of CG Wealth Management
CG Wealth Management offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, and Investor Insights. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages client investments to optimize returns and reduce costs
Creates comprehensive plans for retirement and wealth goals
Provides updates on financial topics and market news
Funding Insights of CG Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by CG Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - CG Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cg Wealth Management Comparisons
Competitors of CG Wealth Management
CG Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Bank of America, S&P Global, Sun Life Financial and FIS, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Global banking, investment, and wealth management services are offered worldwide.
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Commercial banking and asset management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Insurance and asset management services are offered to diverse clients.
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Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about CG Wealth Management
When was CG Wealth Management founded?
CG Wealth Management was founded in 1950.
Where is CG Wealth Management located?
CG Wealth Management is headquartered in Edmonton, Canada. It is registered at Edmonton, Alberta, Canada.
What does CG Wealth Management do?
Waddington Wealth Management Group, part of CG Wealth Management, delivers customized financial strategies including investment management and estate planning. Based in Edmonton, Alberta, they partner with clients to create tailored plans for retirement, wealth preservation, and tax optimization. Services focus on reducing costs, increasing returns, and addressing needs of families and business owners through expert advice and strategic partnerships.
Who are the top competitors of CG Wealth Management?
CG Wealth Management's top competitors include Investec, S&P Global and Bank of America.
What products or services does CG Wealth Management offer?
CG Wealth Management offers Investment Management, Financial Planning, and Investor Insights.