CWB Wealth Management


Commentary and market insights

Find articles from CWB Wealth Management, our affiliated companies and our trusted subject matter experts on topics that impact your financial wellness or may simply be of personal interest to you. Learn more about who we are and the approach we take to deciphering the ever-changing financial landscape.

Grow Together covers topics and advice relevant to your planning and wealth management needs. Watch for new editions every quarter.


October 2017- Change is in the air

May 2017 - Growing Our Team


Issue 1 - Our First Grow Together Newsletter 

Issue 2 - The Value of a Plan

Issue 3 - Crisis, What Crisis?

Issue 4 - Calm before the?

Learn more about important financial planning and wealth related topics, and get to know the network of industry experts available to you through the CWB Wealth Management network. 

Potential changes to tax planning for private corporations
by Raymond Letendre, Wealth Management Specialist

Transition Issues in Family Business: Keys to Success
by Gregg K. Becker, Partner, Predictable Futures Inc.

Key Person Insurance
by Ben Fortier, Partner, Deboski & Company