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CG Wealth Management app for iPhone and iPad


4.0 ( 6960 ratings )
Finance
Developer: Canaccord Genuity Corp.
Free
Current version: 1.05, last update: 9 months ago
First release : 15 Jul 2022
App size: 32.02 Mb

Keeping all your personal finances at your fingertips has never been easier. From virtually anywhere and with multiple layers of security The Canaccord Genuity Wealth Management Canada Mobile App is a virtual window to view all your investments and to access our world class research portal.

- Monitor your holdings in the most user friendly way

- View your account activity up to the minute

- Evaluate your real time asset allocation

- Stay on top of current orders anytime from anywhere

- Access the depth of knowledge of our world renown research professionals through our research portal

- Paperless access to all your historical and latest documentation


About Canaccord Genuity Wealth Management Canada
The CG Wealth Management App is brought to you by Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. CG Wealth Management’s model is built around our clients and their goals and vision of success. Each situation is unique and deserves a customized solution to help our clients achieve their goals, as they define them. Our client-focused approach is backed by industry-leading research and a powerful platform that leverages best-in-class in technology. We operate with a singular focus: to exceed our clients’ expectations and deliver uncompromising excellence.


- Monitor your holdings in the most user friendly way

- View your account activity up to the minute

- Evaluate your real time asset allocation

- Stay on top of current orders anytime from anywhere

- Access the depth of knowledge of our world renown research professionals through our research portal

- Paperless access to all your historical and latest documentation




About Canaccord Genuity Wealth Management Canada
The CG Wealth Management App is brought to you by Canada’s preeminent wealth management firm, focused on providing best-in-class wealth management strategies and capabilities. CG Wealth Management’s model is built around our clients and their goals and vision of success. Each situation is unique and deserves a customized solution to help our clients achieve their goals, as they define them. Our client-focused approach is backed by industry-leading research and a powerful platform that leverages best-in-class in technology. We operate with a singular focus: to exceed our clients’ expectations and deliver uncompromising excellence.