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
Brody Valette, BS
Client Service Associate, CWB Wealth Partners
Mike Ostrzenski, CIM®, BSc.
Private Wealth Associate, CWB Wealth Partners
Rachel McGibbon
Client Service Associate, CWB Wealth Partners
Sam Parkins
Client Service Associate, CWB Wealth Partners
Julie Lee
Client Service Associate, CWB Wealth Partners
Alyssa Weber, BBA
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 below.
Investment Strategies
We build individualized strategies from a spectrum of global solutions driven by fundamental analysis
Disclaimer
CWB Wealth Partners Ltd. (CWB WP) provides independent research and advice to its clients on a fee-for-service basis. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies. CWB WP’s research reports are for the sole purpose of managing client portfolios on a managed and non-managed basis. The opinions expressed herein are those of the author and do not necessarily represent those of CWB WP. The information contained in this report has been obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. This website is not to be considered advice, nor a solicitation, please seek the advice of a registered Portfolio Manager or Investment Advisor to determine what is best for your own personal investment needs. 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. The materials on this website 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 take into account 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.
Canadian Western Bank is a reporting issuer and is listed for trading on the Toronto Stock Exchange. Canadian Western Bank is a major shareholder of CWB WP and is therefore a related issuer. 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). If this is not possible, then the Advisor (Portfolio Manager) will not be engaged in the activity in question. 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. CWB WP adheres to a strict policy regarding the management of any potential conflicts resulting from the potential knowledge of material, non-public information regarding our parent company CWB. This policy “Conflicts Management Policy In Relation to Investment Research” is available upon request from the Chief Compliance Officer. 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 maintained a position in Canadian Western Bank prior to them becoming a related or connected issuer – from time to time CWB WP will buy and sell holdings in Canadian Western Bank in order to prudently manage client accounts.
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
