With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management.
Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French.
We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
Company Details
- Employees
- 154
- Address
- 10303 Jasper Avenue, 1250,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cwbwealth.com
- Keywords
- Wealth management, Investment and portfolio management, Financial planning, Business succession planning, Estate planning, Retirement planning, Tax planning, Mutual funds, Risk management, insurance.
- HQ
- Edmonton, Alberta
Cwb Wealth Questions
Cwb Wealth's website is cwbwealth.com
Cwb Wealth's LinkedIn profile is https://ca.linkedin.com/company/cwb-wealth-management
Cwb Wealth has
154 employees.
View email and phone details for 154
employees at Cwb Wealth.
Cwb Wealth's industry is
Financial Services
Cwb Wealth's top competitors are
Cwb National Leasing,
Cwb Group,
Optimize Financial Group,
Cwb Trust Services,
Cwb Maxium Financial,
National Bank Of Canada,
Cwb Wealth Partners,
Canadian Western Bank,
T.e. Wealth,
Rbc Wealth Management.
Cwb Wealth's categories are Financial Services
