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 combined experience through multiple economic cycles. Our portfolios reflect unconventional thinking, with a focus on risk and return – not on the benchmark.
Investment Philosophy
With a proven investment philosophy rooted in thorough research and analysis, our portfolios are built to withstand the inevitable ups and downs of market cycles to give the best potential return for your risk tolerance on your investments. Our robust team of investment management professionals are time-tested in managing portfolios through periods of extreme global uncertainty and market volatility.
Institutional and Foundation Investing
Our institutional investment team collaborates with your leadership, providing the right advisory and investment solutions to support the best interests of your organization and members. We represent many not‐for‐profit sectors including educational, charitable, and fine arts, ranging in size from under $1 million to over $100 million.