Wealth and Estate Planning

Make the most of your investments

CG Wealth & Estate Planning Services Ltd. specializes in meeting the evolving and often complex needs of high net worth individuals in Canada.

Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. We know how important it is to develop plans that consider both your current and future needs, as well as the needs of those you love.

Working closely with our Wealth & Estate Planning Specialists, we can help guide you through a process that includes financial planning strategies to ensure you make the most of your investments.

Mindful of your current and future financial needs, as well as your desire to establish a financial legacy, we work to help you navigate the complexities of wealth transfer and integrate your vision into your estate plan.

13 Wealth & Estate Planning Specialists and support staff
Cohesive and collaborative team
Extensive industry designations: CPA, CFP ®, CLU, CHS, TEP, RRC, FCSI, FMA
Specialists in advanced estate planning – Corporate trusts, farming, complex tax-focused insurance strategies

Components of a Comprehensive Plan

Financial Planning
Charitable Giving
Education Planning
Estate Planning
Retirement Planning
Business Succession Planning
Corporate Planning
Group Benefits
Individual Pension Plans

Increase Your Well-being Through Financial Planning

Source: The Value of Financial Planning, FPSC and Financial Planning Foundation

Feel Better Equipped to Reach Your Goals

Canadians with Comprehensive Financial Plans are More Likely to Report Feeling on Track with Their Financial Goals

Source: The Value of Financial Planning, FPSC and Financial Planning Foundation

Wealth and Estate Planning

Wealth and Estate Planning

The Value of a Financial Plan

Mindful of your needs

Components of a Comprehensive Plan

Financial Plan Infographics