360 Family Office, CG Wealth Management

360 Family Office, CG Wealth Management

Financial-Services

Montreal, Quebec
Canada
Company Tagline

Asset accumulation through planning and partnership

Industry Category
Financial-Services
Company Description

360 Family Office, CG Wealth Management is a leading financial services provider dedicated to asset accumulation through strategic planning and collaborative partnerships. Located in Montreal, Quebec, at 1250 Boulevard René-Lévesque O, Suite 2930, H3B 4W8, CA, the firm is committed to delivering tailored and comprehensive wealth management strategies that are deeply rooted in the unique goals of each client.

With a unique approach to understanding families and their values, 360 Family Office, CG Wealth Management ensures that every client receives relevant and customized wealth advice. The firm specializes in portfolio management, retirement planning, and comprehensive wealth management services, ensuring clients are well-positioned to achieve their financial aspirations and secure their future.

360 Family Office, CG Wealth Management is dedicated to staying attuned to client needs and helping them remain on track to realize their envisioned future. To discover more about how 360 Family Office, CG Wealth Management can assist you in achieving your financial goals, we invite you to explore their website. Company information will be completed soon with the support of the company’s management.

We invite the manager of 360 Family Office, CG Wealth Management to create a customized and exclusive company showcase and product listing on our platform.

360 Family Office, CG Wealth Management est un fournisseur de services financiers de premier plan, dédié à l'accumulation d'actifs grâce à une planification stratégique et des partenariats collaboratifs. Située à Montréal, Québec, au 1250 Boulevard René-Lévesque O, bureau 2930, H3B 4W8, CA, la firme s'engage à fournir des stratégies de gestion de patrimoine sur mesure et complètes, profondément ancrées dans les objectifs uniques de chaque client.

Avec une approche unique pour comprendre les familles et leurs valeurs, 360 Family Office, CG Wealth Management veille à ce que chaque client reçoive des conseils patrimoniaux pertinents et personnalisés. La firme se spécialise dans la gestion de portefeuille, la planification de la retraite et les services complets de gestion de patrimoine, garantissant que les clients sont bien positionnés pour atteindre leurs aspirations financières et assurer leur avenir.

360 Family Office, CG Wealth Management se consacre à rester à l'écoute des besoins de ses clients et à les aider à rester sur la bonne voie pour réaliser l'avenir qu'ils envisagent. Pour en savoir plus sur la façon dont 360 Family Office, CG Wealth Management peut vous aider à atteindre vos objectifs financiers, nous vous invitons à explorer leur site web. Les informations sur l'entreprise seront bientôt complétées avec le soutien de la direction de l'entreprise.

Nous invitons le gestionnaire de 360 Family Office, CG Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees

Compare Companies Side by Side

Compare 360 Family Office, CG Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
360 Family Office, CG Wealth Management
360 Family Office, CG Wea...
Main Company
SPC Financial, Inc.
SPC Financial, Inc.
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Best Invest
Best Invest
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Three Oaks Wealth
Three Oaks Wealth
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Founded Year
1970 2018 2014
Company Size
11-50 2-10 2-10
City
Montreal, Quebec Rockville, Maryland San Antonio, TX
Country
Canada United States United States
Skills & Keywords Comparing with main company
7 Total Skills
Financial Services Wealth Management Portfolio Management Retirement Planning Asset Accumulation Financial Planning Investment Strategies
9 Total 1 Common 8 Unique
Match 14%
Common Skills:
Financial Planning
Unique Skills:
Asset Allocation Business Planning College Planning Income & Estate Tax Planning Planned Gifting Risk Management +2
4 Total 1 Common 3 Unique
Match 14%
Common Skills:
Financial Planning
Unique Skills:
College Planning Estate Planning Financial Advice
3 Total 1 Common 2 Unique
Match 14%
Common Skills:
Financial Planning
Unique Skills:
Investment Management Retirement Plan Services
4
Total Companies
1970
Oldest Founded
2
Countries
19
Unique Skills

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Alternative Company Names

This company is also known as

360 Family Office CG Wealth Management 360 Family Office CG 财富管理 360 फैमिली ऑफिस सीजी वेल्थ मैनेजमेंट 360 Family Office CG Gestión de Patrimonio 360 فاميلي أوفيس، سي جي لإدارة الثروات 360 Family Office CG Gestion de Patrimoine 360 Family Office CG Управление Благосостоянием 360 Family Office CG Gestão de Patrimônio