About Us

About the Cash Management Team

Our Mission

Our principal objectives are the preservation of capital, liquidity, maximizing yields, and diversification. To always increase your portfolio's return without compromising these goals.

Service. Advice. Performance. Expect it. This is more than a slogan, it’s how we help clients confidently navigate the cash and fixed income landscape with clear, strategic guidance.

Our History

The Cash Management Group was established in 1999 and joined Canaccord Genuity Corp. in 2018. For over 25 years, we’ve provided investment management services to publicly funded entities and public corporations.

As a fully independent team, we do not offer proprietary investment products, allowing us to provide the best advice to our clients. Our commitment ensures a simplified and positive experience.

A Team That Works as an Extension of Yours

With a team of professionals, the level of service we provide is unprecedented in the financial services industry. We become an extension of your treasury team in the day to day administrative and investment-related tasks.

Our team offers:

  • Comprehensive investment advice
  • Ongoing guidance and support
  • Customized strategies to meet your needs

About Canaccord Genuity

A global, full-service investment firm driven by your success.

Through its principal subsidiaries, CG Wealth Management is a leading independent, full-service financial services firm with operations in two principal segments of the securities industry: wealth management and capital markets. Since 1950, we’ve been committed to building lasting client relationships by delivering comprehensive investment solutions, brokerage services, and investment banking services across global markets.

Capital Markets Division

CG is the global capital markets division of Canaccord Genuity, offering institutional and corporate clients idea-driven investment banking, M&A, research, sales, and trading services.

We operate from offices in North America, the UK & Europe, Asia, Australia, and the Middle East. Our team combines deep sector expertise with a commitment to personalized client service, helping businesses through every stage of growth.

Learn more at canaccordgenuity.com

Wealth Management Division

CG Wealth Management provides tailored wealth management solutions to individual investors, private clients, charities, and intermediaries. Our advisors deliver strategic, client-centered services in Canada, the UK, Jersey, Guernsey, the Isle of Man, and Australia.

Our Canadian advisors also serve U.S. clients through cross-border registration, offering the full strength of our international reach with personalized local advice.

130+ Offices • 100+ Advisors • 8000+ Clients Worldwide