JW
James Werry
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Work Experience
Managing Director
Nov 2021 - Present · 3 years and 1 months
Managing Director Asset Management
Aug 2019 - Mar 2022 · 2 years and 7 months
Consultant
Jan 2017 - Oct 2017 · 9 months
Company Details
At CG Wealth Management, we take a purposefully different approach to wealth management. We saw an opportunity to build a highly personalized wealth management firm that meets the unique needs of high-net-worth Canadians better than anyone in the country.  Our global footprint, boutique culture and industry-leading resources and specialists allow us to deliver customized client solutions that aim to provide better outcomes and an unmatched client experience. It is a privilege to advise some of Canada’s most influential individuals and families. To meet these clients’ unique needs, our industry's leading advisors leverage CG’s vast resources, including wealth management and planning capabilities, investment specialists, technology, and global research. In Canada, Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corporation, Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance and estate planning services are offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.
Year Founded
1950
Social Media
Linkedin
Industry
Investment Management, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance, Other Investment Pools and Funds
HQ Location
40 Temperance St 2100 Toronto, Ontario M5H 0B4, CA
Keywords
wealth managementretirementestate planningfinancial planningtransactionsresearchcapital marketsequitiesinvestmentslife insurance
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