Mission & Vision

CG Advisor Network empowers independent advisors to focus on their clients and on building their firms by combining choice and control to enable true independence, offering a multi-custodial approach and truly open architecture platform with the comprehensive investment solutions, back-office support and business-building resources advisors need to remain highly competitive.

Knowledge

Maintaining a culture of continuous learning and sharing of experiences to encourage staff growth and best help our clients.

Visionary Leadership

Striving to solve the challenges of the future.

Innovation

Inspiring creativity and change to provide adaptive solutions.

Community

Supporting every relationship through charitable work, giving and collective winning.

Authenticity

Maintaining exceptional ethical standards rooted in honesty, integrity and transparency.

Relationships

Engaging in intentional interactions to nurture respect, trust and open communication.