We aim to exceed your goals, with the knowledge that when you flourish, so do we

We go above and beyond standard investment advice. Our private wealth advisory team digs deep to understand all the intricacies of your unique, holistic financial picture and life goals. We then build a coordinated wealth management strategy that encompasses investments, insurance solutions, tax efficiencies, retirement planning, efficient charitable giving, wills & estate planning, and more.

With roots going back to 1939, CWB Wealth is one of Canada’s longest tenured investment managers. Our independent, in-house investment team has over 200 years of experience through multiple economic cycles, and our portfolios reflect unconventional thinking. We focus on risk and return – not on the benchmark.

Delivered through our T.E. Wealth Indigenous Services team, our professionals provide advisory, support, education and effective collaboration, with an emphasis on establishing long-term relationships with Indigenous communities across Canada. With an over 20 year history, our proven trust management services include working with community and corporate trustees to establish priorities, implement investment strategies, and ensure multi-generational prosperity.