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  4. Institution, Foundation and Family Office Services
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Trusted with the future of Canadian organizations and family offices

Our long-term client relationships are built upon vision alignment, clarity, and partnership.

Tailored investment strategies and communications

Understanding that your organization has unique needs when it comes to investment management requirements, we provide transparent, tailored communications and develop custom reporting in the various formats institutions, foundations, and family offices may require.

We manage over $600 million in assets for over 50 foundations*, endowments and not‐for‐profit organizations across all sectors including educational, charitable, and fine arts, ranging in size from $1 million to over $100 million.

*As of March 2024

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Customized reporting and frequency designed to each unique organization

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Access to our exclusive investment strategies, including direct access to in-house investment portfolio managers

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Synergy between your investment strategy and comprehensive banking services, in addition to a variety of other wealth management services

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Collaboration and partnership in designing Investment Policy and Asset Allocation strategies to achieve your organization's objectives

Ability to engage external managers to complement your overall portfolio

Western Canada Advisory Team

Kevin Dehod, CIM

President & CEO, CWB Wealth Partners

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Kevin Dehod, CIM

President & CEO, CWB Wealth Partners

Linnea McKercher, CFA, MBA

Market Lead, Private Wealth, Portfolio Manager

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Linnea McKercher, CFA, MBA

Market Lead, Private Wealth, Portfolio Manager

Eastern Canada Advisory Team

Steven Belchetz, CFA, MBA, BA

Market Lead, Private Wealth, Portfolio Manager

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Steven Belchetz, CFA, MBA, BA

Market Lead, Private Wealth, Portfolio Manager

Samuel Chinniah, CFP®, RFP, CIM, FCSI, TEP, BSc

Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager

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Samuel Chinniah, CFP®, RFP, CIM, FCSI, TEP, BSc

Senior Family Office Advisor, Financial Planner & Associate Portfolio Manager

Connect with an institutional portfolio manager to learn more.