Wealth Management

Your partner in building a better financial future
Employing proven, empirical strategies

We help you navigate each stage of life with comprehensive wealth solutions.

As your dedicated advisors, we create integrated wealth solutions tailored to your financial needs and guide you through every step of the way. We bring all aspects of your life and finances together for the best independent solutions to optimize your financial future.

Working with a CPFG wealth management advisor is the best decision you can make for your financial future.

We have the insight and experience to collaborate on a plan that works for you.
We’ll take care of you, your family and your finances.

Expertise

Established advisors with a depth of expertise

Comprehension

Customized, comprehensive wealth solutions

Team

An advocate for all aspects of your finances

Helping you make smart financial decisions through your entire life.

Financial Planning

With the insight and experience to navigate complex financial situations, we create comprehensive wealth solutions tailored for your life and your future.

Risk Assessment & Management

Our analysis includes recognizing, assessing and managing risk in relation to your needs and discerning the right fit for each stage of your financial journey. No matter how life changes, your plan will be comprehensive, rewarding and relevant.

All Aspects of Your Financial Life

Reviewing your life with a financial perspective, we ensure you, your family and your values are supported in your plan. From questions impacting your finances to managing other professional services during life changes, we meet you where you are now to get you where you want to be.

Investment Management

Together, we’ll collaborate on your portfolio to determine smart financial decisions. As independent advisors, we have the freedom to find the right investments for your needs, no matter the institution.

Estate Planning

Create a smooth transition with a wealth transfer strategy that ensures your estate will be managed the way you wish. By understanding what matters most to you, we apply our expertise to provide you, your business and your family comfort and consistency.

You work hard for your wealth.

Let us help you reach your goals with confidence.

Meet Our Wealth Team

Marc Berger

David Chasson

Kar-Wei Lam

Simon McInnis

Set up a conversation with one of our advisors.

Meeting you today for a better financial tomorrow