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As a business leader, you look after everyone else. At CWB Wealth, we look after you.

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Welcome to wealth management designed exclusively for you. Our bespoke service blends the personal touch of boutique advising with the comprehensive resources of CWB Financial Group. Led by seasoned advisors and inspired by our founders' entrepreneurial spirit, we deliver comprehensive wealth management across your business and personal life, giving you more freedom to savour the rewards of your hard work.

Your most valuable asset can’t be found on a balance sheet.

It's time. 

Our goal is to ensure you get the return you deserve: time. What you do with it is up to you. More time spent with your family. More time to focus on your business. More time for yourself. When it comes to making our clients feel confident about their wealth and empowered to make the most of their time, we consistently outperform the competition. But don’t take our word for it. The results of our 2024 Market Study conducted by Angus Reid and CWB Market Insights speak for themselves. Here’s what they mean to you.

Your goals are our priority

Your time is precious and your success is personal to us. That’s why we thoughtfully match you with a team uniquely suited to your needs. By getting to know you and making your goals our priority from day one, we maximize the progress that matters most to you.

CWB Wealth clients are more likely to agree that they’re getting personalized service.*

* 97% of CWB Wealth clients agree or strongly agree that CWB Wealth provides personalized service, compared to 80% of clients of wealth management divisions of the Big 5 banks, and 85% of clients of independent wealth management companies. 

Source: 2024 Market Study, Angus Reid

Your success is our focus

Your financial journey is about more than just numbers—it’s about building a relationship centered on your success. Our focus is creating a genuine partnership that puts your aspirations first, respects your time and evolves with you at every step.

CWB Wealth clients are more likely to agree that they feel valued.**

** 95% of CWB Wealth clients agree or strongly agree that CWB Wealth makes them feel like a valued client, compared to 79% of clients of wealth management divisions of the Big 5 banks, and 87% of clients of independent wealth management companies.

Source: 2024 Market Study, Angus Reid

Your peace of mind matters

After dedicating years of hard work to growing your business, you’ve earned the right to enjoy the returns on your investment. We’re here to maximize your financial peace of mind, enabling you to make the most of your time today while assuring your wealth remains secure for the future.

CWB Wealth clients are more likely to agree that we make them feel more confident about the future of their wealth.***

*** 94% of CWB Wealth clients agree or strongly agree that CWB Wealth helps them feel confident about the future of their wealth, compared to 81% of clients of wealth management divisions of the Big 5 banks, and 88% of clients of independent wealth management companies.

Source: 2024 Market Study, Angus Reid

“I really appreciate the attention to detail that we receive at CWB Wealth. The communication and anticipation of anything we need to be aware of is so appreciated.” – client of 5 years

 

“We will be retiring happy, healthy and financially secure.” – client of 13 years

These client testimonials were solicited by CWB Wealth and may not reflect the opinions of other individuals or investors.

An all-in-one approach that is anything but one-size-fits-all.

Your wealth management aspirations call for a 360° solution. We specialize in creating a full suite of personalized solutions for you, your family and your business. No matter where you are in life—whether you’re building your future or planning your legacy–we bring together a carefully curated team of specialists to address every facet of wealth management for you.

It's time to find an advisor who truly values your worth.

In the spirit of making the most of your time, let’s get started on assembling your team of 360° total wealth experts today. Reach out to one of our Private Wealth Specialists or complete the form below. You’ll meet with Brett, Brian or Anna, who will kick-start our process of getting to know all about you, your priorities and your aspirations for the future.

Meet our Private Wealth Specialists

Brett Phare, FMA, CFP®, CIM®, FCSI®

Market Lead & Senior Private Wealth Specialist

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Brett Phare, FMA, CFP®, CIM®, FCSI®

Market Lead & Senior Private Wealth Specialist

Brian Bate, CFP®, BFS

AVP, Private Wealth Specialist

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Brian Bate, CFP®, BFS

AVP, Private Wealth Specialist

Anna Lebiedowicz, LLM

AVP, Private Wealth Specialist

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Anna Lebiedowicz, LLM

AVP, Private Wealth Specialist