
How We Serve

Private Wealth
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.

Investment Management
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.

Indigenous Services
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.

Wellness at Work
The most successful organizations make employee engagement central to their business strategy. To give your company an edge, we offer a suite of resources to enhance the financial health and overall well-being of your team members. This includes one-on-one coaching, financial education webinars, a digital self-serve platform, and a group savings program designed to help your employees invest for their financial future.

CWB Wealth Partners
CWB Wealth Partners is registered through a separate regulatory* platform, and enables our Portfolio Managers to deliver higher flexibility and specialized investment services to clients.
*CWB Wealth Partners is registered through the IIROC (Investment Industry Regulatory Organization of Canada) platform.