Investing is about diversification, returns and meeting investor goals.

Our Team

Our investment advisers provide customized recommendations for clients using researched solutions, accessed from our database of financial products reviewed by in-house professionals. CSG is a member of the Exempt Market Dealer’s Organization of Canada.

INVESTORS

“When it comes to the world of investing, three words come to mind: overwhelming, intimidating, and scary. For us ‘regular Joes’, the questions seem never-ending.”  – David Bakke

In today’s information age, the entire world is open for your investment. The CSG Team is committed to help put your money in the right place through our integrity, personalized service, and knowledge of capital markets.

Investing is about diversification, returns and meeting investor goals.  To do that, we provide guidance and choices for our clients ranging from traditional investment equities, to Offerings sourced by us.  Furthermore, our investment services are presented to you by our team of experienced financial professionals who have a team of researchers behind them.

Our investment advisers provide customized advice for clients using researched solutions, accessed from our database of financial products around the world backed by in-house professionals. CSG is a member of the Exempt Market Dealer’s Organization of Canada.

The success of our business is based on the relationships built between our advisers and clients.

Partner with us to:

  • Locate investment solutions that allow you to invest directly into products. We can give you access to a line of investment solutions that are diverse in product, design, return and geography.
  • Invest in products that exhibit real returns. Public markets are often at the whims of society, with stocks being affected by unrelated public events. Direct investing is, as the name implies, directly tied to the company, making your investment much more stable.
  • Save time. We can provide you relevant, timely information on our products so you can spend more time on your family or business rather than taking time out of your life to research.
  • Enjoy peace of mind. Our team can, and will easily adapt to your evolving world to keep your investments in line with your goals, desires, and risk tolerance.
  • Balanced returns from regular investment income. Different investment opportunities differ in how they generate cash flow, from constant investment income return to infrequent, but large bulk payments. We can tailor solutions to meet your objectives and schedule.
  • Benefit from investment expertise. Our experienced team creates investment solutions customized to manage investment risk and volatility while maximizing your potential returns.
  • Stay informed. We provide regular performance reviews, market commentaries, and specialty research to help you better understand your investment holdings. No question is too big or small; we’re here to help you.