CWB Wealth Management

Our client team

Guiding your planning journey

Your planning journey starts with a CWB Wealth Management Specialist. They support our Canadian Western Bank branches and wealth management affiliates through advanced financial planning. They help you assess your current situation, present strategies and options that best suit your circumstances and create an action plan.

Robert Bradburn, CFP®
Northern Alberta Region

  • Certified Financial Planner®
  • Pursuing the Chartered Investment Manager (CIM)® designation to deliver more sophisticated investment solutions to CWB clients
  • Member of Advocis and the Financial Planning Standards Council (FPSC)
  • Completion of the Canadian Securities Course (CSC)® and Conduct & Practices Handbook Course (CPH)®
  • Over eight years in the financial services industry, with experience in private investment and wealth management
  • Experience in independent wealth advisory and bank wealth advisory practices
  • University of Alberta Bachelor of Commerce Graduate, with Distinction

Contact: [email protected]

    Robert Bradburn

    Scott Bury, CFP®
    Prairies Region, Saskatchewan and Manitoba

    • 28 years in the financial industry
    • Member of the Canadian Institute of Financial Planners and a Certified Financial Planner® since 2003
    • Graduate of the University of Guelph Bachelor of Arts program

    Contact:[email protected]

    Scott Bury
    Michael Davis,CFP® CLU® CHS™
    BC Region
    • 30 years in the financial services business, including retail/commercial bank manager, securities broker and life underwriter
    • Professionally designated as a Certified Financial Planner, Chartered Life Underwriter, and Certified Health Insurance Specialist
    • Completion of the Canadian Securities Course (CSC ®)and Conduct & Practices Handbook Course (CPH®)
    • Member of Advocis®, the Financial Advisors Association of Canada, Greater Vancouver Chapter and British Columbia Political Advocacy Committee
    • Avid outdoorsman with extensive travel in British Columbia, Yukon and Alaska

    Contact: [email protected]

    Raymond Letendre, CPA, CGA, CIM, FCSI
    Northern Alberta Region

    • Member of the Chartered Professional Accountants of Canada
    • Fellow of the Canadian Securities Institute
    • Over eleven years of experience in financial services, including wealth management and private investment counselling
    • Ten years of industry experience conducting complex financial analysis in corporate finance, counterparty risk management and business operations
    • Completion of the Professional Financial Planning Course (PFPC)®
    • Laurentian University Bachelor of Commerce Graduate, with Distinction

    Contact: [email protected]

    Matt Nowak, CFP®
    BC Region

    • 16 years in financial services, including roles in portfolio and wealth management
    • Certified Financial Planner®
    • Completion of the Canadian Securities Course (CSC)®, Conduct & Practices Handbook Course (CPH)®, Professional Financial Planning Course (PFPC)® and Wealth Management Essentials (WME)®
    • Active in the community

    Contact:[email protected]

    Matt Nowak