Cash Management Group

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Cash Management Group

Top Performing Team at Canaccord Genuity. Service. Advice. Performance. Expect it. Social Media Disclaimer: http://ow.ly/XvqU30o8uTc

The Cash Management Group at Canaccord Genuity manages over $5 billion of institutional cash, a highly competitive foreign exchange program and an exclusive private client wealth management service. Our team's priority is to protect your capital and enhance your yield through our deposit network with 45+ financial institutions across the country. Within our team of over twenty associates, we conti

nuously identify opportunities with the vision to build, preserve and enhance the wealth of our clients. As part of Canaccord Genuity, we operate as a fully independent firm as we do not offer our own proprietary investment products thus providing the best advice to our clients. Contact us for more information:
604.643.0101
www.cgcashgroup.ca

06/03/2026

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!

06/02/2026

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: calendly.com/cashgroup-privatewealth-cgf
Or contact us at 604.643.0101 or [email protected]

05/28/2026

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: calendly.com/cashgroup-privatewealth-cgf
Or contact us at 604.643.0101 or [email protected]

05/27/2026

Reminder! Our Cash Management Group team will be at GFOA BC in Kelowna from May 27 to May 29.

Investment Advisor Nicolas Bragagnini and Business Development Associate Jonah Esaiw will be 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 British Columbia.

Book a meeting with Nico:
https://calendly.com/cashgroup-cgf

[email protected] | 604.643.0101

05/26/2026

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:
calendly.com/cashgroup-privatewealth-cgf

Or contact us directly at:
604.643.0101
[email protected]

05/25/2026

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!

05/22/2026

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.

05/21/2026

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:
calendly.com/cashgroup-privatewealth-cgf

Or contact us directly at:
604.643.0101
[email protected]

05/20/2026

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://lnkd.in/gRaXwJN7

[email protected] | 604.643.0101

05/19/2026

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:
calendly.com/cashgroup-privatewealth-cgf

Or contact us directly at:
604.643.0101
[email protected]

Address

2500-1133 Melville Street
Vancouver, BC
V6E4E5

Telephone

+16046430101

Website

http://www.cgcashgroup.ca/

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