Financial experts and industry veterans
Growing your financial future
Becoming a client of CWB Wealth Management means you have a complete, human, financial team behind you dedicated to delivering an integrated wealth management approach. When we say integrated, we really mean it – a deep discovery, harmonized banking, comprehensive investment management, and a meticulous wealth planning strategy all incorporated into a sophisticated plan.
This integrated plan starts with a foundation. With the strength and support of CWB Financial Group, we offer you day-to-day banking which is the central pivot point in our clients’ financial well-being. Our client's most valuable financial asset is their ability to generate income, whether personally or through a business. We’re here to help manage that cash flow today and build wealth for tomorrow.
CWB Wealth Management was built with the belief of offering institutional-quality asset management to individuals. Not only do we hold our investment offerings to high standards, we also believe that wealth management is more than just ‘investing’. It’s building a sophisticated financial plan that compliments your investment portfolio that is woven into the fabric of your life – a competitive advantage that many organizations cannot match. This is why we invested in an in-house Wealth Advisory Services team – so that we, as a team, are fully equipped to deliver a thoughtful, integrated plan.
With our investing – we take an institutional approach. With our planning – we take a meticulous approach. With our relationships – we take a human approach.
We celebrate with you during the good times and give you a calm hand as we weather through storms – together. We commit to providing you complete peace of mind for all stages of your life, your family’s life, and your business’ life.
Part of the CWB Financial Group
CWB Financial Group began investing in their wealth management offering in 2008 with the acquisition of Adroit Investment Management, an Edmonton-based firm. In 2013, CWB made another acquisition and became majority owners of Calgary-based CWB McLean & Partners Wealth Management.
CWB Wealth Management was launched in 2016 to oversee the overall wealth management strategy (including Canadian Western Financial) and operate as the wealth arm of CWB. In 2017, a strategic decision was made to amalgamate Adroit with CWB Wealth Management. CWB McLean & Partners continues to operate as a subsidiary under the private wealth arm of CWB Wealth Management.
In March 2020, CWB made another strategic decision to strengthen their wealth arm and broaden their presence across Canada with the acquisition of T.E. Wealth, Leon Frazer & Associates, and Doherty & Bryant.
Today, we have over 200 wealth professionals across Canada and approximately $8 billion in assets under management, advisement, and administration. 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.