CWB Wealth Management

CWB OnyxTM Managed Solutions

One-fund, target asset mix solutions to suit your unique profile.

We strive to lead you on the straightest path to reaching your financial potential. That’s why we founded our CWB Onyx Portfolio Series™ Managed Solutions on thorough diversification and cost-effective investment strategies, tailored to meet your unique profile and objectives.

Why invest in the CWB Onyx Managed Solutions?

  • We offer you access to investment management expertise historically reserved for high net worth individuals.
  • Our mutual fund portfolios are concentrated in our best ideas, actively managed and backed by in-depth, fundamental research.
  • We make mutual fund selection simple and flexible, with solutions to suit varying levels of risk tolerance and investment objectives.
  • We have accessible minimum investment requirements.
  • We are reasonably priced and have competitive management fees.

The CWB Onyx Managed Solutions are 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. They are also available to discretionary clients directly through CWB Wealth Management.

Choose the solution that’s right for you:

Fund highlights
We designed our Conservative Solution to support the unique profile of our low risk investors with a short to medium term time horizon.

Objective: Income and some capital appreciation, preserving principal and reducing volatility.

Investments: The fund will generally invest its assets to achieve a target asset allocation of approximately 25% in equity securities and 75% in fi xed income securities. The asset allocation may be achieved through investments in other mutual funds (including other CWB Onyx Portfolio Series) or directly through investments in individual securities.

Risk: Low
Our Conservative Solution is right for you if...
  • You have a short to medium-term investment time horizon.
  • You seek to earn interest income with potential for capital appreciation.
  • You are willing to accept modest fluctuations in the value of your investment and low investment risk.
  • You want to diversify your portfolio by not only asset mix, but also by investment manager and investment style.
  • You seek professional advice in choosing and monitoring your asset mix.
Prices

Contact us for pricing information.

Portfolio managers

Fund manager: CWB Wealth Management Ltd.

Sub-advisors: Adroit Investment Management Ltd. and McLean Partners Wealth Management Ltd.

Learn more about the experts behind the CWB Onyx Conservative Solution here.

Fund highlights
We designed our Balanced Solution to support the unique profile of our low to medium risk investors wishing to grow their capital long-term.

Objective: Long-term capital appreciation by investing in a balanced portfolio of equity and fixed income securities.

Investments: The fund will generally invest its assets to achieve a target asset allocation of approximately 60% in equity securities and 40% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds (including other CWB Onyx Portfolio Series) or directly through investments in individual securities.

Risk: Low to medium
Our Balanced Solution is right for you if...
  • You have a medium to long-term investment time horizon.
  • You seek long-term capital appreciation with some fixed income.
  • You are willing to accept modest fluctuations in the value of your investment and low to medium investment risk.
  • You want a low maintenance investment vehicle.
  • You wish to diversify your portfolio by not only asset mix, but also by investment manager and investment style.
  • You seek professional advice in choosing and monitoring your asset mix.
Prices

Contact us for pricing information.

Portfolio managers

Fund manager: CWB Wealth Management Ltd.

Sub-advisors: Adroit Investment Management Ltd. and McLean Partners Wealth Management Ltd.

Learn more about the experts behind the CWB Onyx Balanced Solution here.

Fund highlights
We designed our Growth Solution to support the unique profile of our medium risk investors wishing to grow their capital long-term.

Objective: Long-term capital appreciation by investing in a diversified portfolio of equity and fixed income securities, with a bias towards equity securities.

Investments: The fund will generally invest its assets to achieve a target asset allocation of approximately 75% in equity securities and 25% in fixed income securities. The asset allocation may be achieved through investments in other mutual funds (including other CWB Onyx Portfolio Series) or directly through investments in individual securities.

Risk: Medium
Our Growth Solution is right for you if...
  • You have a medium to long-term investment time horizon.
  • You seek long-term capital appreciation with some fi xed income.
  • You are willing to accept modest fluctuations in the value of your investment and medium investment risk.
  • You want a low maintenance investment vehicle.
  • You wish to diversify your portfolio by not only asset mix, but also by investment manager and investment style.
  • You seek professional advice in choosing and monitoring your asset mix.
Prices

Contact us for pricing information.

Portfolio managers
Fund manager: CWB Wealth Management Ltd.

Sub-advisors: Adroit Investment Management Ltd. and McLean Partners Wealth Management Ltd.

Learn more about the experts behind the CWB Onyx Growth Solution here.
Visit our disclosures page for our full disclaimer.

Get started now

Stop by your local Canadian Western Bank branch or call today to get started. One of our mutual fund sales representatives will be pleased to help you. 

Find a branch near you