CGL Financial is privately owned by Rick Graham and Carla Larochelle. We are a business specializing in financial planning and investment management on behalf of it's clients in the South Central Ontario region. We focus on matters pertaining to Retirement and Personal Financial Planning including Estate Planning, Income Tax and various forms of Risk Management. Additionally we help clients manage and procure the many different forms of investment products necessary to complete their investment and retirement planning initiatives. We pride ourselves on helping clients manage investment risk in the pursuit of achieving their short and long term financial goals.
View Top Employees from CGL Financial| Website | http://www.cglfinancial.com |
| Revenue | $1 million |
| Employees | 8 (8 on RocketReach) |
| Founded | 2009 |
| Address | 20 Roy Blvd. Unit 19, Brantford, Ontario N3R 7K2, CA |
| Phone | (519) 759-6169 |
| Fax | (519) 759-8106 |
| Technologies |
HTML,
G Suite,
ASP.NET
+2 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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CGL Financial Questions
The CGL Financial annual revenue was $1 million in 2024.
8 people are employed at CGL Financial.
CGL Financial is based in Brantford, Ontario.
The NAICS codes for CGL Financial are [523, 52393, 52, 5239].
The SIC codes for CGL Financial are [62, 628].
Top CGL Financial Employees
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