The CWB Onyx Portfolio Solutions leverage CWB Wealth Management’s expertise and our affiliated companies’ solid track records in discretionary portfolio management. They are the foundation to the CWB Onyx Managed Solutions, specifically designed to combine and create custom asset allocations to meet each unique investor’s profile and objectives.
Why invest in the CWB Onyx Portfolio Solutions?
- We offer you access to experienced discretionary portfolio managers with solid track records and specialized research teams.
- Our investment decisions are guided by a sound, consistent investment philosophy.
- We designed single asset class funds that can be strategically combined to create custom asset allocations.
- We negotiate mutually agreeable management fees and minimum investments with our discretionary clients.
The CWB Onyx Portfolio Solutions are available to discretionary clients directly through CWB Wealth Management. They are also available in Canadian Western Bank branches through Canadian Western Financial, a participating dealer of the CWB Onyx Portfolio Series and a CWB Wealth Management affiliate.
Choose the fund or mix of funds that’s right for you: