Jarrett McKay - Wealth Advisor

05/05/2026

I know it is short notice but we have a few seats left for this event on Wednesday evening. There is no cost to attend so if you have any interest, please reach out. Cheers!

06/05/2024

It's been a bit since I've posted as I've been busy settling in at NBF but I wanted to share an event I'm taking part in. As many of you know, Debbie (my mother and the founder of our practice) passed away from cancer in 2018. I have been participating in The Big Ride ever since, a GIVETOLIVE event that raises funds while cycling across various areas of the country.
This year we are a little closer to home, cycling 200kms, and mountain hiking another 12kms, to raise funds for the Beatrice Hunter Cancer Research Institute at Dalhousie University. Cancer continues to affect more people every day but research is improving outcomes. If you are inclined to support me, please click the link below. Thank you!
https://www.canadahelps.org/en/charities/dalhousie-university/p2p/bigride24/page/jarrett-mckays-fundraising-page?fbclid=IwZXh0bgNhZW0CMTEAAR3M1E8TjkG7gE4qYKLtlsGI6D9alkSYCqnHhNYTSeDu1nZsSHPf0QI-baI_aem_Adww3A_uD7YFh116n_F4HMpzd6Z4-HoZSFagOnUqkDS5BpSxCuYTzTUjqSnbdr7ThC3k59ER0FslRqE1bBAWwcxp

Hi all, As many of you know, cancer has greatly affected the lives of many members of our family. Some have survived it while a large number have not. I am riding again this year to continue to raise funds for the amazing cancer research being done he...

01/18/2024

Looking to physically challenge yourself & give back this year? Many of you who know me know that I have been involved with GIVETOLIVE for a number of years, participating in events to raise money for various charities. Giving back is very important to me and investing in our health is the best thing we can do for ourselves.

I encourage you to come out to GIVETOLIVE's 2024 All-Events info session January 24 at Garrison Brewing from 6:00pm - 7:30pm to learn everything you need to know about our three 2024 events in one place! We'll cover off all things:

- BIG CHILL ❄

- BIG RIDE 🚲

- BIG SWIM 🏊‍♂️

- Plus, we'll have lots of time for questions❓



Meet me and the other members of our planning committees & chat with past participants about their experience. Learn more about the charities & causes we support and how your fundraising will make a difference!



Can't make it in person? No problem, we'll also be broadcasting it on Zoom. RSVP for login details at givetolive.ca

09/01/2023

From all of us at CG Wealth Management, we hope you enjoy a well-deserved Labour Day long weekend.

04/04/2023

The 2023 federal budget has been released. Notable highlights include changes to intergenerational business transfers, amendments to minimum tax rules, and increases to RESP withdrawal limits. To maximize your understanding of the latest measures and how they could potentially affect you, contact us.

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02/04/2023

In difficult economic times, consider these 6 actions to help strengthen your finances and create greater resilience. For more information, contact us.

02/03/2023

Whether you are entering retirement or just beginning to save, make a Registered Retirement Savings Plan (RRSP) the cornerstone of your retirement plan. Contact us to discuss your RRSP strategy.

02/02/2023

As we mark the beginning of Black History Month, we celebrate the many contributions of Black people to our history and culture, and also reflect on the work that still needs to be done to create a more equitable society.

01/18/2023

At CG Wealth Management, client outcomes drive every decision we make. Our firm invests in best-in-class resources that enable us to deliver highly customized solutions and an unmatched experience for our clients.

01/17/2023

Is your investment strategy aligned to your retirement goals? To create a financial plan, or revisit an existing plan if your personal circumstances have changed, contact us.

01/10/2023

Morning Coffee – Tuesday, January 10, 2023

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