CWB Wealth Management

CWB Wealth Management has significant experience in the capital markets. All senior members of our investment and leadership teams have a background in institutional money management  which has provided a solid foundation and a conservative, disciplined approach to portfolio management. Each of our senior investment professionals holds the Chartered Financial Analyst (CFA) designation – an internationally recognized designation indicative of the highest available standard of education in portfolio management. Our portfolio managers are supported by a dedicated and experienced staff including a seasoned Chief Compliance officer with 30 years of industry experience along with a team of marketing and administrative professionals.  

In addition to banking services through Canadian Western Bank (CWB) and asset management services through CWB Wealth Management, we are also available to provide assistance with investment related activities (such as reviewing or editing Investment Policy Statements), and investment or banking educational seminars. We invite you to explore the experience of our leadership and investment teams.

To find out more contact info@cwbwealth.com.