Who We Are
CCG Personal Wealth Management is a boutique financial planning firm serving our clients since 1995. Our focus is providing Financial Life Planning services for our clients. We only take on a small number of clients annually from referrals provided by our existing clients. This enables us to spend the time necessary to provide the best possible service
to both our new and existing clients.
Starting a new relationship with a Financial Life Planner takes time and effort. We understand this and strive to help make the transition as easy as possible. In our experience, our client’s lives become easier after they engage our services.
They become confident things are on track and they have a resource to help with
any situation that may arise.
Russell Nagano
Professional
Russell graduated from McMaster University in 1990 with a Bachelor of Commerce degree (B.Com.). He received his Chartered Life Underwriter (CLU) designation in 1997, and became a Certified Financial Planner (CFP) in 1998.
Business Owner
In 1990, Russell started his financial planning career with Prudential Assurance. Russell formed CCG Personal Wealth Management with Scott Goddard in 1995, offering independent financial advice to self-employed individuals and corporate executives, and their families.
Personal
Russell lives in Toronto with his wife Judy, and two dogs. Together they have two adult children, Tyler and Sophie.
Though no Tiger Woods, Russell enjoys hitting the links for leisure. He would describe his approach to the game as relaxed intensity, meaning he is relaxed when playing well and intense when
playing poorly.
Scott Goddard
Professional
Scott Goddard is a Certified Financial Planner and co-owner of CCG Personal Wealth Management.
Scott’s clients work in many fields, are at various life stages, and have diverse interests, responsibilities and goals. Scott helps them to achieve their objectives by developing personalized financial plans which take their career aspirations, family situations, interests and retirement needs into account. He meets with them regularly to ensure that their plans continue to be relevant as their lives evolve.
Scott graduated from McMaster University in 1993 with an Honours Bachelor of Arts Degree. In 2000, he attained his CFP (Certified Financial Planner) Designation, which he maintains by adhering to its Professional Code of Ethics, and by continually updating his industry knowledge and upgrading his skills.
Leisure
Scott lives in Toronto with his wife, Adrienne, and their children, Matthew and Nicole. He values the time he spends with his family and friends, is interested in social history and architecture, and is an avid sports fan and Raptors supporter.