CORPORATE CONCEPT GROUP

CCG Personal Wealth Management is a boutique financial planning firm serving our clients since 1995. Our focus is providing Financial Life Planning services for our clients. We only take on a small number of clients annually from referrals provided by our existing clients. This enables us to spend the time necessary to provide the best possible service to both our new and existing clients... Starting a new relationship with a Financial Life Planner takes time and effort. We understand this and strive to help make the transition as easy as possible. In our experience, our client's lives become easier after they engage our services. They become confident things are on track and they have a resource to help with any situation that may arise.

Also known as: CCG Personal Wealth Management, CCG PWM, Corporate Concept Group Inc

Primary location: Toronto