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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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Family Foundation vs Direct-to-Charity Giving
Donor-advised funds are one of the best kept secrets in the not-for-profit sector. In this episode of What They Don’t Tell You, we explore Canada Gives, a charitable organization that helps philanthropists establish tax-smart, high-impact foundations.
Kayak on a peaceful lake at sunset with mountains in the distance
Grow Together - June 2021
As the summer season approaches, so does a sense of optimism — life is gradually getting back to normal. We’re excited about entering the early stages of our economic reopening, yet careful to retain the lessons learned from the pandemic. Nothing in life is guaranteed. That’s why thoughtfully accounting for uncertainty is a value that we provide our client families every day, and it's the primary theme for our latest Grow Together.
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.