Cadger Tax And Financial Inc.

Overview

Cadger Tax And Financial Inc. operates as an independent registered investment adviser focused on serving individual and family clients. The firm combines accounting and financial-product sales capabilities with advisory services that include financial planning, portfolio management for individuals and small businesses, and educational seminars. Fee arrangements are flexible, using percentage-of-AUM billing alongside hourly and fixed fees, which suits both ongoing portfolio relationships and one-off planning engagements. Investment activity centers on equity exposure with a clear preference for exchange-traded equities as a core allocation. The firm also incorporates a broad set of alternative exposures—ranging from hedge funds and private placements to real assets such as real estate and oil & gas—indicating a willingness to use non-traditional strategies for diversification, yield and potential tax benefits. Given the firm’s accounting background, investment decisions commonly reflect tax-aware positioning and income-generation priorities appropriate for privately held wealth profiles.

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Public Holdings

Investments & Alternatives

Location & Offices