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CWB Wealth Management Ltd
Tel: (780) 429 - 3500
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - First Nations
- Institutional Investor - Other
Provinces of Business
- British Columbia*
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Prince Edward Island
* indicates a physical location in this province
Benefit from our experience
CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of financial planning, products, and services. Along with our subsidiaries, McLean & Partners Wealth Management and Canadian Western Financial, we deliver unified solutions and support to help you achieve your vision for the future.We believe that financial planning and investments go together. We offer integrated solutions that produce results. We’re small enough to be nimble and dynamic, but have access to the right expertise to make sure everything works together seamlessly.
Our group of professionals have extensive investment experience managing over $2 billion in assets. It’s the people at CWB Wealth Management that make us strong. Our team of accomplished professionals are equipped with the right levels of experience, skills, and qualifications. Most importantly, we look for optimal fit. We ensure our people are strategically aligned with our wealth management approach.
Our company was founded to provide institutional quality asset management to individuals. We also have many institutional clients, including charitable organizations, foundations, and other not-for-profit organizations.
CWB Wealth Management is part of CWB Financial Group, a diversified financial services group providing specialized services in business and personal banking, trust, and wealth management across Canada. Through our network of branches, business offices and our mobile relationship teams, we’re helping clients manage their money, grow their businesses and realize their financial potential.