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With roots going back to 1939, we believe that you deserve the same care and attention as our own families

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CWB Wealth's Journey

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Our Approach

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The Team

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Our private wealth advisory approach delivers an integrated team of financial planners, portfolio managers, investment experts, and more to create a sophisticated wealth strategy for your and your family’s financial well-being.
Meet our team
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We’re always looking for enthusiastic, creative, and action-oriented people who want to make a difference at CWB Wealth and in our clients’ lives. You may have already built a great career, but as we like to say here, better is always possible.
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Latest Insights

The financial landscape is ever-changing. Our wealth experts share their knowledge to enrich the lives of Canadians. Subscribe to our insights and receive relevant advice, updates, publications, and special event invites directly into your inbox.
You've got to be in it to win it
When markets sell off, fear can compel investors to exit. In doing so, they run the risk of missing out on sudden and powerful recoveries which can make up a significant part of their lifetime returns. As the saying goes, "You've got to be in it to win it."

Upcoming Events

We're currently planning our next event, so please stay tuned! Better yet, subscribe to our events to make sure you never miss one. You can also let us know if you have any topic suggestions.