Private Wealth for Executives: Extend the Expertise You Already Trust

At the Cash Management Group, we manage institutional portfolios with discipline, security, and results. Many executives still have a gap: their personal wealth.

The same expertise that protects your company’s assets can also safeguard your family’s financial future. With year-end approaching and interest rates shifting after the Bank of Canada’s recent cut, now is the time to align your corporate and personal wealth strategies under one trusted team.

1. Private Wealth Services Designed for Executives

We provide a full suite of personal We provide a full suite of personal wealth solutions tailored to the needs of decision makers:
• Estate Planning to preserve wealth and secure your legacy
• Financial and Investment Planning to balance preservation, growth, and liquidity
• Retirement Planning to build resilient income strategies for the future
• Tax Planning including TFSA vs RRSP strategies to optimize contributions before year-end
• Corporate Advisory Services to simplify executive-level financial complexities
• Stock Lending and Cashless Option Exercise to unlock liquidity from equity positions
• Fixed Income Solutions to navigate changing yields in today’s rate environment

2. Why Now September and Year-End Matter

Executives often use September and  Q4 to review financial strategies.

Combined with the Bank of Canada’s latest rate cut, this is a critical time to:
• Reassess portfolio allocations before year-end
• Take advantage of tax-efficient planning opportunities
• Align both corporate and personal wealth under one strategy

3. Continuity You Can Trust

If you trust us with your company’s investments, extend that same disciplined, client-first approach to your personal finances. We align your portfolios and ensure they work efficiently toward your goals.

Your wealth, managed with the same precision as your organization’s. Don’t wait until deadlines stack up. Let us build a personal wealth strategy as strong as the institutional one you already trust.

Contact us today: 604.643.0101 or cashgroup@cgf.com
Book a consultation: https://calendly.com/cashgroup-cgf