Chris Ward, Cim Email & Phone Number

As a Senior Wealth Associate and Portfolio Manager at CG Wealth Management, I provide holistic wealth planning and sound advice for clients to achieve their financial goals. I have over 13 years of experience in the financial services industry, working with high-net-worth individuals, families, and businesses across Canada.My mission is to help clients create, grow, and protect their wealth by understanding their needs, and objectives. This is done by implementing tailored strategies that suit their risk tolerance and time horizon. My core competencies include investment management, financial planning, risk management, and client relationship management. I have completed numerous courses in the industry, and hold my Portfolio Manager designation. I am passionate about helping clients navigate complex financial situations while optimizing their wealth potential.