
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
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.
Meet our Private Wealth Specialists
Brett Phare, FMA, CFP®, CIM®, FCSI®
Market Lead & Senior Private Wealth Specialist
Brian Bate, CFP®, BFS
AVP, Private Wealth Specialist
Anna Lebiedowicz, LLM
AVP, Private Wealth Specialist