CWB Wealth Partners’ beginning was inspired by four founders who were working at large investment firms, where they felt the company was putting corporate objectives above the clients’ best interests. They knew a better way existed. On June 23, 1999, Brent McLean & three others embarked on a journey to build a wealth management company that fiercely put clients at its core. Their vision was to build Canada’s most respected wealth management company. Two of the founders, Kevin Dehod and Russ MacKay, remain active in the business today.
Based in Calgary, AB, CWB Wealth Partners offers a specialized investment management service, which allows for more flexibility with client accounts. We develop personalized investment strategies for high-net-worth individuals and families, institutions, foundations, and not-for-profit organizations, and have over $2.2 billion of assets under administration.
CWB Wealth Partners Ltd. is a boutique investment dealer regulated by the Canadian Investment Regulatory Organization. In certain circumstances our flexible platform can add value for our clients:
- Core position(s) – when clients have concentrated holdings in a single stock, our CWB Wealth Partners portfolio managers are able to advise and execute strategies to properly manage the position.
- Consolidating existing portfolios – when clients have existing portfolios of stocks, bonds, ETFs, private and public funds, and limited partnerships, and the consolidation and ongoing management of the portfolio is necessary.
- Flexibility with managed and non-managed accounts – when clients wish to have a more flexible portfolio strategy which entails managed solutions offered by CWB Wealth, along with non-managed self-directed accounts, but under a watchful eye.
Our Client Portfolio Management Team
Kevin Dehod, CIM
President & CEO, CWB Wealth Partners
Russ MacKay, MFA-PTM, CIM®
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
See Full BioRuss MacKay, MFA-PTM, CIM®
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Matt Dunn, CFA, MBA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Anna Premyslova, CFA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Bernadette Churchill, CIM®, FEA, MBA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
See Full BioBernadette Churchill, CIM®, FEA, MBA
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Trevor Fennessy, MBA, CFA, CFP®
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
See Full BioTrevor Fennessy, MBA, CFA, CFP®
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
Our Client Service Associate Team
Erica Gordon
Client Experience Manager, CWB Wealth Partners
Mike Ostrzenski, CIM®, BSc.
Private Wealth Associate, CWB Wealth Partners
Alyssa Weber, BBA
Client Service Associate, CWB Wealth Partners
Brody Valette, BS
Client Service Associate, CWB Wealth Partners
Julie Lee
Client Service Associate, CWB Wealth Partners
Rachel McGibbon
Client Service Associate, CWB Wealth Partners
Sam Parkins
Client Service Associate, CWB Wealth Partners
Tamara Corkum
Director of First Impressions, CWB Wealth Partners
Our Journey with CWB Financial Group
Our journey with CWB Financial Group (CWB) began in May 2013. CWB felt strongly that adding CWB Wealth Partners to their growing wealth management platform would enhance their client relationships. Being part of CWB has allowed us to broaden the financial service offerings we provide our clients. Early on, we recognized the alignment in our corporate cultures and values, and similar approach to building client relationships. CWB has an entrepreneurial approach to the services they provide for their clients – this entrepreneurial fabric is familiar to ours.
With the vision of building a premier wealth management arm, CWB Financial Group launched CWB Wealth in February 2016. As a proud boutique subsidiary of CWB Wealth, we draw on each other’s breadth of experience, knowledge and support to deliver the best solutions for our clients. Our synergy with CWB Wealth has also provided strength and depth in the areas of operations, research, technology, and management, so we can continue focusing solely on our clients and how we can continue making their lives better.
To learn more about our unity and partnership with CWB, watch the Foundations Film.
Investment Strategies
We build individualized strategies from a spectrum of global solutions driven by fundamental analysis
Disclaimer
CWB Wealth Partners Ltd. (CWB WP) is a Calgary-based Investment Dealer, registered in the provinces of BC, AB, SK, MB and ON, specializing in wealth management for high-net-worth individuals. For over 20 years, we’ve provided portfolio management services (the “IM Services”) on a discretionary basis to individuals, corporations, trusts, estates, institutions, and not-for-profit organizations through fully managed accounts on a fee-for-service basis. CWB WP develops custom portfolios through segregated and private investment strategies encompassing global equities, fixed income and market alternative investments. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies.
CWB WP is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
The material and opinions on this website are for informational purposes only and do not constitute a complete description of our investment services or performance and are in no way an offer or solicitation for the purchase or sale of any security or financial instrument. Prior to acting on any information contained in this site you should consider your own investment profile and, if necessary, seek professional advice. Information throughout this site, whether stock charts, quotes, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this website or any linked website.
National Bank of Canada (NBC) is a reporting issuer and is listed for trading on the Toronto Stock Exchange. CWB WP is a wholly owned subsidiary of CWB Wealth Management Ltd. (CWB WM) which is a wholly owned subsidiary of NBC, making CWB WP an indirect subsidiary of NBC.
CWB WP will ensure that any potential ‘Conflict of Interest’ situations will be dealt with in a fair, equitable, transparent manner, and consistent with the best interests of you (the Client). CWB WP may under certain circumstances deal with or for you in securities or execute transactions where the issuer of the securities or the other party to the transaction is CWB WP or a party having an ownership or business relationship with us. Since these transactions may create a conflict between our interest and yours, we are required by securities law to disclose to you certain relevant matters relating to the transactions.
CWB WP can only deal with individuals resident in those jurisdictions where we are registered or where an exemption or exclusion from such registration exists.
You can reach CWB Wealth Partners by email at [email protected] or by calling (403) 234-0005, toll free +1 (888) 665-0005.
Disclosures
Resolving Your Concerns
