1. CWB Wealth Management
  2. Institutional Investing
  3. Shared Philosophy

A shared philosophy

Are you on the same page as your wealth management company? Uncover the advantages of a shared perspective

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Working with you

CWB Wealth Management is committed to caring for the whole of your organization by gaining a deep understanding of your needs to guide you through all your investment decisions. Through this collaboration, we aim to help you achieve your short and long term financial goals.

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 products 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 even finding the best products to fit to your needs, we are 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 helps us to see 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.

CWB Wealth Management manages approximately $400 million in assets for 38 foundations, endowments and not‐for‐profit organizations across all sectors including educational, charitable and fine arts, ranging in size from under $1 million to about $100 million. 

Our history and structure

Wealth management is a key focus for CWB Financial Group. In 2016, CWB Wealth Management Ltd. was founded with the aim of providing institutional and high net worth clients with discretionary portfolio management, investment advice and a range of financial planning products and services. We are a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario.

Our corporate structure and competitive positioning is based on a multi‐manager, multi‐style and active management process. In 2017, we amalgamated with Edmonton based firm Adroit Investment Management Ltd., originally purchased by CWB Financial Group in 2008. In 2017, we obtained 72 per cent controlling interest in Calgary firm CWB McLean & Partners Wealth Management Ltd., originally purchased by CWB Financial Group in 2013.

We have 16 investment professionals with over 150 years of investment experience managing over $2 billion in assets. Each senior investment professional within CWB Wealth Management holds the Chartered Financial Analyst (CFA) designation.

Our investment philosophy is based on looking at the long‐term horizon and using comprehensive analysis to determine the right ways to invest. We’re rooted in sound decisions, effective asset allocation, focused portfolios and added value, concentrating our portfolios in key securities, based on our best and most profitable ideas.

The Asset Allocation team manages the strategic asset mix, monitors the macroeconomic landscape and business cycle to identify and optimize the risk and reward for our investment approach.

Our community involvement

We take pride in actively participating in the growth, development and sustainability of the communities where we operate. Through philanthropic giving, community sponsorships, employee volunteerism and financial services for community organizations, we’re making meaningful impacts towards Canada's economic prosperity.  

To learn more about how we work with our communities, visit cwb.com/corporate-social-responsibility.

As part of CWB Financial Group, we’re committed to partnering with you to meet your unique needs through customized programs such as affinity programs, sponsorships and educational tools and seminars. We welcome the opportunity to further explore how we may support your organization and the community you serve.