CWB Wealth Management

With an integrated wealth management approach, CWB Wealth Management delivers sophisticated financial plans that complement your investment portfolio. Our financial strategies are designed diligently to be woven into the fabric of our clients’ lives, a competitive advantage that many other organizations cannot match. Our dedicated team of experts believe that wealth management is more than “just investing” and develop integrated solutions that produce tangible results to ensure our clients’ complete peace of mind. With a team of 70 team members managing $2 billion in assets, CWB Wealth Management builds on the strength and support of CWB Financial Group and our subsidiaries CWB McLean & Partners and Canadian Western Financial, to deliver harmonized banking, comprehensive investment management and meticulous wealth planning strategies as unique as our clients’ needs.