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Trusted with the futures of Canadian institutions

Our long-term institutional client relationships are built upon a foundation of trust, partnership, and vision.

CWB Wealth manages 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

Tailored investment strategies and communication

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 and foundations may require.

Working with you

As part of CWB Financial Group, we draw on our banking and trust partners to complement our planning, advisory and investment management services. Our team of specialists collaborate with you to understand your organization, equipping us to provide the best advice and solutions to support your group’s evolving needs. You will have a trusted advisor network, working hard to provide a seamless experience. From the ease of transactions to sharing knowledge and advice and finding the best solutions to fit to your needs, we're committed to your success.

Our role is sensibly investing your money. We also provide additional services including learning sessions on investment basics and writing and reviewing investment policy guidelines. Our extensive experience offers different perspectives on governance challenges faced by organizations. We share industry best practices and can also act as a sounding board for investments market views.

How can we help your organization reach its financial goal?

Connect with an institutional portfolio manager today.