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Matt Evans, president and CEO at CWB Wealth Management Ltd. in Edmonton, says the firm has maintained its investments in client appreciation events after the amalgamation of five financial services firms under the CWB banner in October 2022.
“It’s the perfect time for it,” he says. “It’s important to stay visible and accessible, and make clients feel confident they’re dealing with a provider that isn’t going anywhere.”
Click here to read the full article by Kelsey Rolfe, originally published on The Globe and Mail on December 5, 2023, featuring insights from Matt Evans, CFA, President & CEO, CWB Wealth.
The preceding information is for educational purposes only. As it is impossible to include all situations, circumstances and exceptions in a newsletter such as this, a further review should be done by a qualified professional. No individual or organization involved in either the preparation or distribution of this letter accepts any contractual, tortious, or any other form of liability or its contents or for any consequences arising from its use.
Matt Evans, president and CEO at CWB Wealth Management Ltd. in Edmonton, says the firm has maintained its investments in client appreciation events after the amalgamation of five financial services firms under the CWB banner in October 2022.
“It’s the perfect time for it,” he says. “It’s important to stay visible and accessible, and make clients feel confident they’re dealing with a provider that isn’t going anywhere.”
Click here to read the full article by Kelsey Rolfe, originally published on The Globe and Mail on December 5, 2023, featuring insights from Matt Evans, CFA, President & CEO, CWB Wealth.
The preceding information is for educational purposes only. As it is impossible to include all situations, circumstances and exceptions in a newsletter such as this, a further review should be done by a qualified professional. No individual or organization involved in either the preparation or distribution of this letter accepts any contractual, tortious, or any other form of liability or its contents or for any consequences arising from its use.