Robert Bradburn, CFP^®, CIM^®, CLU^®

Location
Edmonton, Alberta

“Our client engagements must be genuine and advice-based with tangible outcomes. That’s how you create real value beyond rates of return.”

My career was founded on my expertise in financial planning, which I view as an integral part of determining one’s insurance needs. I have experience in banking centres, high-net-worth, ultra-high-net-worth, and mass affluent services for families and individuals.

In 2014, I was part of the founding group that became CWB’s wealth management arm. With a strong belief that financial planning should be central to all wealth engagements, including investment and insurance decisions, I led our first financial planning team and designed a client experience standard that integrated planning into our wealth practice. 

Today, I draw from this background to support business owners, executives, and professionals in managing liability and building wealth through insurance planning and implementation. With a focus on tax integration, wealth preservation, philanthropic pursuits, business succession and estate planning, our clients entrust me to secure their legacy for current and future generations. 

As General Manager of CWB Insurance Solutions, I also ensure that we take a consistent approach to the advice, strategy, and level of care we offer to our clients nationally. CWB Financial Group and CWB Wealth’s culture is adaptable, making us a great fit for entrepreneurial clients who are looking for partners who truly understand them.