Empowering advisors.
Elevating client experiences.

At CG, we empower advisors with industry-leading technology, real-time insights, and expert perspectives to drive efficiency, deliver tailored solutions, and create a highly personalized client experience. Our entrepreneurial culture gives you the flexibility to serve clients your way. Our dedicated in-house support team ensures a seamless transition—so you can focus on unlocking long-term growth potential for your practice and achieving the best possible outcomes for your clients.

Matt Langsford

Senior Wealth Advisor & Senior Portfolio Manager 

Lori Pinkowski

Senior Investment Advisor & Senior Portfolio Manager 

CG has an openness to listening to good ideas, and the ability to execute on them.

Matt Langsford Senior Investment Advisor

Karen Harrison

Senior Wealth Advisor, Senior Portfolio Manager 

CG's people and resources collaborate to create time for our clients, ensuring they receive the outcomes they truly deserve.

Karen Harrison
 Senior Investment Advisor and Senior Portfolio Manager

Robert Smith

Senior Wealth Advisor, Senior Portfolio Manager 

Let Canaccord Genuity Wealth Management show you what’s possible.

Schedule a time to confidentially speak with Matthew Cicci, Head of our Private Client Group.