Wealth and Asset Management
CG Wealth Management hits $40B asset threshold, sets sights on doubling that
In the independent channel’s fierce race to capture market share, Canaccord Genuity Wealth Management is among the firms blowing past key thresholds and setting lofty goals to blow past more. With the acquisition last month of a CIBC Wood Gundy team that oversees $1.4 billion in client assets, CG Wealth…
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