CWB Wealth Management

Disclosures


CWB Onyx™ Portfolio Series

CWB Wealth Management, a CWB Financial Group company, is the trustee, manager and principal distributor of the CWB Onyx Portfolio Series, which are comprised of the CWB Onyx Conservative Solution, CWB Onyx Balanced Solution, CWB Onyx Growth Solution, CWB Onyx Diversified Income Fund, CWB Onyx Canadian Equity Fund, and CWB Onyx Global Equity Fund. The CWB Onyx Portfolio Series is also distributed by Canadian Western Financial Ltd. (CWF) as a participating dealer. CWB Wealth Management and CWF are subsidiaries of Canadian Western Bank. CWB Wealth Management pays a trailing commission to CWF, which is an ongoing commission for services and advice that CWF and CWF representatives provide to investors. The trailing commission paid to CWF is 0.50% for the CWB Onyx Diversified Income Fund, 0.75% for the CWB Onyx Conservative Solution, and 1.00% for the CWB Onyx Balanced Solution, CWB Onyx Growth Solution, CWB Onyx Canadian Equity Fund and CWB Onyx Global Equity Fund.

The CWB Onyx Portfolio Series is qualified for sale in the provinces of BC, Alberta, Saskatchewan and Manitoba. This site does not constitute investment advice or an offer or a solicitation to purchase investment products.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

 

CWB Core Mutual Funds™

Adroit Investment Management Ltd. (Adroit), a CWB Financial Group company, is the trustee, manager and principal distributor of the CWB Core Fixed Income Fund and CWB Core Equity Fund, which presently comprise CWB Core Mutual Funds™. CWB Core Mutual Funds are also distributed by Canadian Western Financial Ltd. (CWF) as a participating dealer. Adroit and CWF are subsidiaries of Canadian Western Bank. Adroit pays a trailing commission to CWF, which is an ongoing commission for services and advice that CWF and CWF representatives provide to investors. The trailing commission paid to CWF is 0.5% annually, or $5 for each $1,000 invested and is paid from the relevant fund's management fee.

CWB Core Mutual Funds are qualified for sale in the provinces of BC, Alberta, Saskatchewan and Manitoba. This site does not constitute investment advice or an offer or a solicitation to purchase investment products.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.