About Us

With an integrated wealth management approach, CWB Wealth Management delivers sophisticated financial plans that complement your investment portfolio. Our dedicated team of experts believe that wealth management is more than “just investing” and develop integrated solutions that produce tangible results. We strive to deliver you to peace of mind for all stages of your and your family's life.

With a team of 70+ team members managing over $2 billion in assets, CWB Wealth Management builds on the strength and support of CWB Financial Group and our subsidiaries, CWB McLean & Partners and Canadian Western Financial, to deliver harmonized banking, comprehensive investment management, and meticulous wealth planning strategies as unique as our clients’ needs.

Looking beyond the numbers

Who We Are

See how our history of expertise and personalized strategies can grow your financial future.
Discover our story

Our Approach

Tailored solutions that extend beyond your investments, because you’re more than just a number.
Learn how we put relationships first

Our Team

The diverse team of experts and industry veterans who work to achieve your financial vision.
Meet our dedicated and trusted team