About Us

CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and approximately $8 billion in assets under management, advisement, and administration.

We take a fully integrated approach to wealth management, with customized strategies designed to address our clients’ unique goals. Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management. Along with our affiliate brands*, we are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities. 

CWB’s combined strengths in commercial banking, personal banking and wealth management represent a comprehensive full-service experience, uniquely positioned to meet the complex financial needs of successful business families.

*Affiliate brands include T.E. Wealth, Doherty & Bryant, Leon Frazer & Associates, CWB McLean & Partners, Canadian Western Financial, and CWB Insurance Solutions Ltd.

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