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 * Home
 * About Us
   * Meet Our Team
   * Our Philosophy
 * Our Services
   * Discretionary Portfolio Management
   * Wealth and Estate Planning
   * Cash Management
   * Second Opinion
 * Our Firm
   * CG
   * Our Values
 * Watch & Read
   * Articles
   * Videos
 * Contact Us
 * Client Login

Facebook Twitter LinkedIn Instagram YouTube
604-643-7066 mcassady@cgf.com Client Login
Facebook Twitter LinkedIn Instagram YouTube 604-643-7066 mcassady@cgf.com Client
Login
Toggle Navigation Navigation
 * Home
 * About Us
   * Meet Our Team
   * Our Philosophy
 * Our Services
   * Discretionary Portfolio Management
   * Wealth and Estate Planning
   * Cash Management
   * Second Opinion
 * Our Firm
   * CG
   * Our Values
 * Watch & Read
   * Articles
   * Videos
 * Contact Us
 * Client Login

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Cassady Private Wealth

A comprehensive private wealth experience

Book Consultation



Cassady Private Wealth

A comprehensive private wealth experience

Book Consultation





HOME




A TAILORED & COMPREHENSIVE APPROACH

Driven by client success.

At Cassady Private Wealth, our aim is to help our clients reach their goals by
providing them with personalized financial plans to set them up for the long
term.

Our highly consultative, hands-on approach takes a comprehensive look at where
our clients’ existing portfolios are and where they want them to be, with the
goal of bridging any gaps that may exist in between.

With a focus on private equity and institutional-style money management, we
offer our clients unique, alternative investment strategies geared toward
superior risk-adjusted returns.

We are a team of non-correlated money managers, with long track records and
extensive experience working at banks and high-profile firms, that do one thing
very well: consistently make money even in the most challenging markets.
Together, we believe that active management is the key to achieving the greatest
returns.




SECOND OPINION


NEED A SECOND OPINION?

Book a complimentary comprehensive call with our experienced team.

Our boutique wealth management practice is focused on understanding you and the
values that will shape your legacy. We commit to your long-term goals through a
tailored investment strategy that is personalized to your unique circumstances.

No fee  •  Comprehensive  •  No obligation

Book a Meeting




SERVICES OVERVIEW


DISCRETIONARY INVESTMENT MANAGEMENT

We focus on private equity and institutional style money management. We offer
clients uniquely tailored portfolios geared towards superior risk-adjusted
returns.

 

 

 

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WEALTH AND ESTATE PLANNING

Based on in-depth conversations focused on your priorities, our team will work
with you to craft a plan that expertly meets your financial objectives,
mitigates taxation and leads you confidently towards the future you envision.

 

 

 

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US LEGEND REMOVAL & EMPLOYEE OPTIONS EXERCISE

We have extensive experience working with issuers and transfer agents to remove
eligible legends under Rule 904 or 144. We have access to a Canadian trade desk
and Level II quotes, are able to exercise on a cashless basis and can exercise
eligible NYSE, TSX, TSX-V, CSE, and Neo Exchange listed securities.

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WHO WE ARE

A global financial services firm where clients come first.

 * Strong balance sheet of C$905.4 million working capital
 * C$88.6 billion in client assets under administration at the end of Q2 2022
 * Comprehensive coverage of the major growth equity buyers – regardless of
   geography
 * Operations in Canada, the US, the UK & Europe, the Middle East and Asia
   Pacific, with the capability to list companies on 10 stock exchanges
   worldwide
 * Committed to further development in key markets and sectors successfully
   acquired and integrated six companies in the last ten years

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OUR ACHIEVEMENTS

Celebrating CG’s 2021 Canadian achievements.

#1 Most active mid-market Investment Bank globally

#1 Independent Canadian new issue distribution

#1 In Canadian equity offering volume

#1 SPAC Underwriter in Canada

#1 Independent Canadian equity trader

#1 In Canadian public offering proceeds

#1 Mining equity offering proceeds globally

#1 In Canadian M&A deals

Learn More




PAGE FOOTER – CONTACT CTA


GET IN TOUCH WITH US

Click below to book a complimentary, no-obligation call with our team.

Book a Consultation


SPOTLIGHT – CANACCORD GENUITY



CG Wealth Management is a boutique wealth management firm built to deliver
customized client solutions and unmatched client experience.


SPOTLIGHT – VISIT US


VISIT US

1133 Melville St., Suite 1200
Vancouver, British Columbia
V6E 4E5, Canada

Phone: 604-643-7066
Fax: 604-601-5930
Email: mcassady@cgf.com

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SPOTLIGHT – TWITTER (CGWM_MRNGCOFFEE)



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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
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