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Providing peace of mind for all of life

With personalized guidance for private wealth, institutional money management and personal investing, CWB Wealth Management is your trusted partner that understands you’re more than just your money.

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Episode 2: Estate Planning is a Gift
What They Don't Tell You provides you with real-life stories, candid conversations, and everything you've ever wanted to know about business, finances, and life.
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AR: Augmented... Retirement
With investors experiencing massive equity corrections and interest rates falling to rock bottom, an additional asset class, which may offer augmentation to your retirement plan, can be considered. In this article, we review a retirement strategy from two angles: standard and augmented.
Nous offrons maintenant nos services en anglais et en français
Le 1er juin 2020, CWB a complété l’acquisition de Conseillers T.E. et de Leon Frazer & Associés.

Nous sommes heureux d’étendre nos prestations de services à la clientèle francophone de Conseillers T.E.