Cash Management Group

Top Performing Team at Canaccord Genuity.
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[Cash Management Group @CGCashGroup]

Summer is starting, but that does not mean your finances and investments should take a break.

Whether you are planning for retirement, building long term wealth, reviewing your investment strategy, or looking for guidance during changing market conditions, our Private Wealth team is here to help.

From financial planning and retirement strategies to investment management and cash solutions, we work with clients to help build confidence in every stage of their financial journey.

Reach out to our team to learn how we can support your financial goals this summer and beyond.

Book a meeting: https://t.co/UzmRyxmtoU
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

Estate planning is a key part of any long-term wealth strategy.

In this video, we outline the essentials of protecting your assets, planning for tax efficiency, and ensuring your legacy is passed on as intended.

If you would like to review your estate plan or build one from the ground up, connect with our team.

Book a meeting: https://t.co/UzmRyxmtoU
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

Join us in wishing a happy birthday to two members of the Cash Management Group as we celebrate a pair of milestone birthdays this month. Sarah Jimenez and Stu Hodgins are both turning 30!

We're grateful for the energy, dedication, and positivity they bring to the team each and every day. Please join us in wishing Sarah and Stu a fantastic birthday and an incredible year ahead.

Here's to a month filled with celebration, laughter, and plenty of birthday cake!

[Cash Management Group @CGCashGroup]

What are the biggest threats to your retirement that no one is talking about?

It is not always market crashes or obvious risks. Some of the most damaging threats are often overlooked and can quietly impact your long term financial security.

In this short video, we highlight what to watch for and how to stay protected.

Watch now and make sure your retirement plan is built to last.

Book a meeting: https://t.co/UzmRyxmtoU
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

Retirement planning does not need to be overwhelming.

In this short video, we walk through the fundamentals of building a retirement strategy focused on protecting your capital and generating consistent income.

Whether you are nearing retirement or planning for the future, having a clear approach can make all the difference.

If you would like to discuss your retirement strategy, connect with our team.

Book a meeting: https://t.co/UzmRyxmtoU
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

Your TFSA can play a much bigger role in retirement planning than many investors realize.

In our latest short video, we discuss how Tax-Free Savings Accounts may impact long term retirement income, investment flexibility, and overall financial planning strategies.

Understanding how to properly structure and utilize registered accounts is an important part of building a more efficient retirement plan.

If you would like to discuss your retirement strategy or investment plan, connect with one of our Investment Advisors today.

Book a meeting:
https://t.co/UzmRyxmtoU

Or contact us directly at:
604.643.0101
[email protected]

[Cash Management Group @CGCashGroup]

Happy Birthday Kelvin Wu and Markus Marosits.

Wishing Kelvin and Markus a fantastic birthday and another great year ahead.

We appreciate everything you both bring to the Cash Management Group, from your dedication and teamwork to the positive energy you bring to the office each day.

Hope you both have a great day celebrating!

[Cash Management Group @CGCashGroup]

We’re excited to welcome Priya Kapoor, Henry Jagger, and Anais Moir to the Cash Management Group as our Summer Interns.

At the Cash Management Group, we are committed to providing talented students and young professionals with hands on experience in a fast paced and collaborative environment. Our internship program is designed to give emerging professionals meaningful exposure to the financial industry while working alongside experienced team members supporting institutional and public sector clients across Canada.

We look forward to having Priya, Henry, and Anais join the team this summer and are excited to support them as they begin their careers in finance.

[Cash Management Group @CGCashGroup]

One of the biggest retirement risks is not always market volatility itself, it is when volatility happens.

In our latest video, we discuss sequence risk and why the first five to seven years of retirement can have a significant impact on long term portfolio sustainability. From withdrawal strategies to liquidity planning and asset allocation, understanding how early market declines affect retirement income is an important part of financial planning.

This video explores:
• Sequence of return risk
• Retirement income planning
• Portfolio durability during market downturns
• Withdrawal flexibility and liquidity strategies
• Long term wealth preservation

If you are within 5–10 years of retirement, or already retired, this planning window deserves attention.

To discuss your retirement plan or portfolio structure, contact one of our Investment Advisors today.

Book a meeting:
https://t.co/UzmRyxmtoU

Or contact us directly at:
604.643.0101
[email protected]

[Cash Management Group @CGCashGroup]

Our Cash Management Group team is set up and ready at GFOA Alberta this week in Calgary.

Senior Investment Advisor William Dörr and Business Development Associate Jonah Esaiw are on site connecting with municipalities and public sector organizations to discuss liquidity management, GIC strategies, and capital preservation solutions.

If you are attending the conference, be sure to stop by and say hello to the team. We look forward to connecting and discussing how we help support both short term and long term financial goals across Alberta.

If you would still like to schedule a meeting with our team, you can book directly below:

Book a meeting:
https://t.co/SuG6S0Xp3d

[email protected] | 604.643.0101

[Cash Management Group @CGCashGroup]

One of the biggest retirement questions is simple:
Will your savings last?

Retirement planning is about more than just building wealth. It is about understanding how long your savings may need to support your lifestyle, how inflation can impact purchasing power, and how to create sustainable income over the long term.

In our latest short video, we discuss key considerations that can help individuals prepare more confidently for retirement.

Planning early and reviewing your strategy regularly can make a meaningful difference over time.

Contact one of our Investment Advisors to discuss your retirement plan.

Book a meeting:
https://t.co/UzmRyxmtoU

Or contact us directly at:
604.643.0101
[email protected]

[Cash Management Group @CGCashGroup]

Reminder! Our Cash Management Group team is at GFOA Alberta this week in Calgary from May 19 to May 22.

Senior Investment Advisor William Dorr and Business Development Associate Jonah Esaiw are on site meeting with municipalities and public sector organizations to discuss liquidity management, GIC strategies, and capital preservation solutions.

Stop by and connect with the team to learn how we help support short term and long term financial goals across Alberta.

Book a meeting with our team:
https://t.co/4iwPSOLjaV

[email protected] | 604.643.0101

[Cash Management Group @CGCashGroup]

Most Canadians think of a TFSA as just a savings account.

In reality, it can be one of the most powerful retirement tools available.

Used properly, a TFSA can generate completely tax-free income and help protect your wealth in retirement.

In this video, we break down exactly how it works and why it matters more than ever in today’s environment.

If you're thinking about retirement reach out to one of our Investment Advisors today.

Book a meeting: https://t.co/frBQOO2EEU
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

We are excited to share that we will be at GFOA BC in Kelowna, BC, from May 27 to May 29, 2026.

Investment Advisor Nicolas Bragagnini and Business Development Associate Jonah Esaiw from the Cash Management Group will be on site to discuss how we support municipalities and public sector organizations across British Columbia in achieving their short-term and long-term financial goals.

What we offer
• Access to Canada’s largest institutional deposit network
• Policy-aligned GIC laddering for municipal reserves
• Strategic liquidity planning in a changing rate environment
• Capital preservation with competitive returns
• Independent portfolio reviews for public sector funds

Book a meeting with Nicolas:
https://t.co/4iwPSOLjaV
or contact us at [email protected] or 604.643.0101.

See you at GFOA BC!

[Cash Management Group @CGCashGroup]

Celebrating 2 years with Julia Formejster!

Over the past two years, Julia has been a valued member of the Cash Management Group, consistently contributing to both our team and our clients.

As an Investment Associate, she plays an important role in supporting client relationships and delivering thoughtful, effective solutions. Her professionalism, attention to detail, and commitment to excellence have made a strong impact across the group.

We appreciate everything Julia brings to the team and look forward to her continued growth and success.

[Cash Management Group @CGCashGroup]

We are excited to share that we will be at GFOA Alberta in Calgary, AB, from May 19 to May 22, 2026.

Senior Investment Advisor William Dorr and Business Development Associate Jonah Esaiw from the Cash Management Group will be on site to discuss how we support municipalities and public sector organizations across Alberta in achieving their short-term and long-term financial goals.

What we offer
• Access to Canada’s largest institutional deposit network
• Policy-aligned GIC laddering for municipal reserves
• Strategic cash flow and liquidity planning
• Capital preservation with competitive returns
• Independent portfolio reviews for public sector funds

Book a meeting with William:
https://t.co/4iwPSOLjaV
or contact us at [email protected] or 604.643.0101.

See you at GFOA Alberta!

[Cash Management Group @CGCashGroup]

Are you making a costly retirement mistake without realizing it?

Many investors fall into the same trap when managing their savings and it can have a serious impact over time. The good news is it is avoidable.

In this short video, we break down what to watch for and how to better protect your capital.

Watch now and take control of your financial future.

Book a meeting: https://t.co/UzmRyxmtoU
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

Celebrating 2 years with Erin Wong!

Over the past two years, Erin has been an integral part of the Cash Management Group, playing a key role in supporting our team’s growth and culture.

As our Recruitment Associate, she has helped bring in incredible talent while also supporting our people and processes behind the scenes. Her attention to detail, organization, and positive approach have made a meaningful impact across the team.

We’re lucky to have Erin as part of the team and excited to see her continued impact in the years ahead.

[Cash Management Group @CGCashGroup]

If you needed to raise capital from your portfolio in the near term, would you know how your investments would respond?

It’s something many investors don’t regularly think about.

Portfolios are often built with a focus on long-term growth, but it’s just as important to consider how accessible that capital is when needed. This is where liquidity becomes an important part of the conversation.

A portfolio can look strong on paper while still lacking the flexibility to support real-life needs. This becomes especially relevant as priorities evolve, whether that includes retirement, income planning, or future opportunities.

In our latest video, we walk through:
• What liquidity means in a portfolio
• Where it fits within an overall strategy
• How to structure investments with both growth and accessibility in mind

The key idea is simple: wealth is not just what you have, it’s what you can use when it matters.

If you’d like to better understand how your portfolio is positioned, we’re always here to help.

Watch the full video or read our article here: https://t.co/5C4mkMphkt

Book a meeting with our team at https://t.co/Qi0BSG74vz
Or contact us at 604.643.0101 or [email protected]

[Cash Management Group @CGCashGroup]

Celebrating 4 years with Shay-Lee McConnell!

Over the past four years, Shay-Lee has been an incredible part of the Cash Management Group, bringing energy, dedication, and a strong commitment to both our team and our clients.

As an Investment Associate, she plays an important role in supporting our clients and delivering thoughtful, effective solutions. Her strong work ethic and positive attitude continue to make a meaningful impact every day. Whether in the office or representing Team Canada on the international stage, Shay-Lee consistently brings a level of drive and discipline that sets the standard.

We’re grateful to have her on the team and look forward to everything ahead.