CG Wealth Management - IPC Securities Corporation

03/25/2026

We are excited to announce that Chris has officially earned his Portfolio Management designation! This prestigious designation not only solidifies his numerous years of experience in the financial industry but also allows him to take on greater responsibilities in discretionary portfolio management, advising on investment strategies, and delivering tailored solutions to clients with enhanced expertise and regulatory recognition. Congratulations to Chris on this well-deserved achievement. We look forward to the continued value he brings to our team and clients!

05/30/2025

After a successful and monumental 40-year career within the financial industry, Judi Thiessen, CG Wealth’s longest-serving employee, will be officially retiring from the industry at the end of May. Whether in sports, business, or family, we all know of those one or two persons who are pivotal in helping make the entire thing run, and Judi was one of them for CG Wealth.

We are truly going to miss Judi around the office and thank her for the many years and fun memories around the office!

Happy retirement Judi!!

04/17/2025

Happy Easter to all our wonderful clients!

The office will be closed Friday, April 18, and will re-open Monday, April 21 for our regular hours.

03/04/2025

Happiness is when your boss surprises you with a Carmel Macchiato!

12/19/2024

A very Merry Christmas and Happy Holidays from us at CG Wealth Management to you and yours!

Over the holiday season, our office will be closed from December 24, 2024, and we will re-open January 2nd, 2025! During this time, Chris will still be available via email or phone to provide any assistance you may need.

Have a safe and warm Christmas and New Years, and we look forward to seeing you in the new year!

12/04/2024

It is with bittersweet emotion to be announcing that after diligently serving our incredible clients for 30 years, Glen Koshman will retire from providing investment advisement services on December 24, 2024.

Over the years, Glen has been an instrumental partner at CG Wealth Management and has left a lasting legacy in the financial services industry.

Despite Glen stepping back from providing investment advisement services, he will still be providing income tax services to our clients for the foreseeable future.

Join us in congratulating Glen on this next chapter in his life!

07/01/2024

Happy Canada Day!

12/22/2022

A Very Happy Christmas and a Prosperous New Year to all our valued clients. We will close December 23rd at noon and will re-open January 3rd at 8am. We look forward to seeing you all in 2023!

11/10/2022

We will be closed tomorrow Friday November 11, in honor of Remembrance Day. To all our clients, have a safe weekend.

11/10/2022

11/03/2022

10/31/2022

Happy Halloween to all our Clients. CG Wealth Management assistants Judi and Sharon did a great job dressed as our 2 advisors Glen Koshman and Chris Getzlaf for our staff lunch today!!!