1. CWB Wealth Management
  2. Private Wealth
  3. Wealth Advisory Services
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Wealth Advisory Services

Our expert team offers you meticulous wealth management planning.

Expertise designed for Canadian families and business owners

We provide personal advice on investment management, risk management, taxation and wealth preservation.
Learning what’s important to you in the short and long term is crucial in developing a financial road map.
We integrate planning with our Client Portfolio Management team to help you meet all of your financial goals.