Experience the difference that having personalized, proactive, big-picture thinking can make to your financial well-being in any market condition. Today, tomorrow, and far into the future.
Our dedicated Wealth Advisors pair financial planning with market-based investment support to help secure your financial future through various life milestones and market cycles. We invite you to explore our CWB Wealth website in its entirety, to view the comprehensive ways in which we can guide you on these matters. If you have questions, we’d be happy to have a conversation with you. Reach out to us at [email protected] or through the form below.
To access your client portal, click “Online Account Access” in the right top right corner and select Canadian Western Financial from the drop-down menu.
About us
As a Mutual Fund Dealer, we offer access to a diverse selection of leading mutual fund solutions, including our exclusive CWB Onyx Portfolio Series, which is managed by our in-house investment team. There is also an option for a curated selection of externally managed third-party solutions, offered by some of the most experienced asset management firms.
We take a hands-on approach and actively make investment decisions using extensive research, analysis, and discernment to select investments that we believe will have better-than-benchmark outcomes. Our approach considers tax-efficient cash flows, as well as sector and geographic diversification.
Founded in 1999, CWF operates as a subsidiary of CWB Wealth and is the mutual fund dealer within CWB Financial Group.
Our Leadership and Wealth Advisor team
Hilmar Lemke
AVP, Wealth Advisory & Distribution Services
Birju Shah, B.Mgt
Chief Compliance Officer, Canadian Western Financial
Julie Clitheroe
Wealth Advisor, Canadian Western Financial
Natasha Jahrig
Wealth Advisor, Canadian Western Financial
Rhonda Hunt, CFP®
Wealth Advisor, Canadian Western Financial
Daisy Xiao, CFP®
Wealth Advisor, Canadian Western Financial
Tess Karlsalr
Wealth Advisor, Canadian Western Financial
Investment solutions
Our customized strategies help you plan for all of life’s milestones and evolve with you so that you can confidently rise to any challenge. Professional money management, tax-efficient cash flows, and sector and geographic diversification are all benefits that you’ll receive from our highly experienced team. By understanding your objectives, priorities, risk tolerance and ideal future state, we create investment recommendations specific to your needs now and tomorrow, with a sharp eye on your whole financial picture.
Receive exclusive access to the CWB Onyx Portfolio Series, as well as a thorough selection of other leading mutual fund solutions.
Our proprietary investment solutions include:
Contact us
1250 - 10303 Jasper Avenue NW, Edmonton, AB T5J 3N6
Email: [email protected]
Phone: (780) 429-3500 | Toll-free: 1 (855) 292-9655
Legal and disclosures
Legal
CWF is a wholly-owned subsidiary of CWB Wealth Management Ltd. (“CWB WM”) which is a majority-owned subsidiary of Canadian Western Bank (“CWB”) and a member of the CWB Financial Group, which consists of CWB and its subsidiaries and affiliates. CWF is a separate legal entity distinct from CWB WM and CWB.
Canadian Western Financial (“CWF”) is a member of the CIRO. CWF is registered as a level 2 mutual fund dealer in the following provinces: Alberta, British Columbia, Manitoba, Ontario and Saskatchewan.
Information on this website is only intended for use by residents of the provinces of British Columbia, Alberta, Saskatchewan, Ontario, and Manitoba, Canada. CWF is licensed to distribute and provide advice on mutual funds only in the preceding provinces.
This site is established solely for the exchange of information. It may not be used to place, buy or sell orders for mutual funds or to give instructions regarding accounts maintained by any user with CWF. For information regarding your existing account, contact your CWF Representative.
Mutual funds distributed by CWF are not guaranteed in whole or in part by CWB or any government agency. Important information about mutual funds is contained in their simplified prospectuses and fund facts. Obtain a copy from your CWF Representative and read it carefully before investing. Mutual funds are not guaranteed; their unit values, yields and investment returns change frequently and past performance may or may not be repeated. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments.
By accessing this site, you acknowledge the following:
General site information
Canadian Western Bank (CWB) does not warrant or make any representations or claims as to the validity, correctness, currency, timeliness, completeness, or otherwise of the information provided at this site, nor shall it be liable or responsible for any claim or damage, direct or consequential, arising out of the interpretation, reliance upon or other use, authorized or unauthorized, of such information.
Site content
The site content may not always be the most current source for company information. CWB disclaims liability for any failure to update this site or the information or any material document contained thereon. In addition, the information and materials available on this site are not intended to provide specific legal, accounting, financial or tax advice to any user.
Links to non-CWB sites
Certain links on this site lead to sites maintained by independent parties over whom CWB has no control. CWB makes no representation to the accuracy or any other aspect of the information contained on such sites, and CWB disclaims any responsibility for the content of such sites.
Monetary amounts
All monetary amounts mentioned in this site are in Canadian dollars unless otherwise noted.
Copyright
No material from this site may be copied, reproduced, republished, uploaded, posted, transmitted, or distributed in any way, except that you may download one copy of the materials on any single computer for your personal, non-commercial home use only, provided you keep intact all copyright and other proprietary notices. Modification of the materials or use of the materials for any other purpose is a violation of CWB's copyright and other proprietary rights.
Documentation
The documents and information available on this site are provided as a convenience only. Where any documents on this site have been filed in accordance with applicable securities law, such documents are not the official versions of CWB's securities law disclosure documents.
Internet transmission and viruses
Internet software transmission problems could produce inaccurate or incomplete copies of documents or other material from this site when downloaded and displayed on a user's computer. CWB takes reasonable precautions to ensure this site is free of computer viruses. It is recommended that the user install and use appropriate anti-virus or other protective software. CWB disclaims liability for any computer viruses or other destructive programs that may be inadvertently downloaded from this site.
Content ownership
The material and information on this site are being made available only under the conditions set out herein. CWB reserves its rights to the intellectual property presented in and by this site, which includes, but is not limited to, its copyrights, trademarks and corporate logos.
