Our Team

“It’s our job to make your investments make sense, to take some of the emotion out of it. We try to be the voice of reason and optimism in an increasingly emotional and pessimistic world.” Since co-founding CGC...

“As a portfolio manager, I have to encompass the needs of all types of clients. There’s no one strategy that stays the same for each client, only our desire to most efficiently and effectively achieve their goals.”...

“By creating a plan and diligently working towards it, our clients can achieve financial confidence and a life created by design.” Respect and trust are the most important elements in the financial industry, and Davena...

Denise is not registered with Royal Alliance Associates, Inc.

Kelly is often considered the glue that holds the office together. With CGC since 2006, she has worked with nearly every client and employee during her time with the company. Kelly’s attention to detail and desire to meet...

Shannon has been with CGC Financial for eleven years, and has become an integral part of its daily workings. As the main trader for Glen Clemans, Shannon takes on a large and varied client base. As a Series 7 registered professional,...

Chloe is not registered with Royal Alliance Associates, Inc.

Melissa is not registered with Royal Alliance Associates, Inc.

Trent is not registered with Royal Alliance Associates, Inc.

Simeon is not registered with Royal Alliance Associates, Inc.

Makana is not registered with Royal Alliance Associates, Inc.

Robin is not registered with Royal Alliance Associates, Inc.