CGL Financial is privately owned by Rick Graham and Carla Larochelle. We are a business specializing in financial planning and investment management on behalf of it's clients in the South Central Ontario region. We focus on matters pertaining to Retirement and Personal Financial Planning including Estate Planning, Income Tax and various forms of Risk Management. Additionally we help clients manage and procure the many different forms of investment products necessary to complete their investment and retirement planning initiatives. We pride ourselves on helping clients manage investment risk in the pursuit of achieving their short and long term financial goals.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 20 Roy Blvd. Unit 19, Brantford,on N3r 7k2,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cglfinancial.com
- Keywords
- Family Wealth Management, Retirement and Financial Planning, Insurance and Risk Management, Tax and Estate Planning.
- HQ
- Brantford, ON
- Competitors
- BWXT, delaware Malaysia, PlantBest, Co-operators.
Cgl Financial Questions
Cgl Financial's website is cglfinancial.com
Cgl Financial's LinkedIn profile is https://ca.linkedin.com/company/cgl-financial
Cgl Financial has
7 employees.
View email and phone details for 7
employees at Cgl Financial.
Cgl Financial's industry is
Financial Services
Cgl Financial's categories are Financial Services
Cgl Financial's founding year is 2009
