CWB Wealth Company Profile, Contacts & Intelligence

Financial ServicesCa154 employees
3 contacts with email or phone data3 with email data2 with phone data
View verified contacts Compare competitors
Employees
154
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
6
Mapped contact coverage

CWB Wealth Overview

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.

Headquarters
Ca
Website
cwbwealth.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Wealth management Investment and portfolio management Financial planning Business succession planning Estate planning Retirement planning Tax planning Mutual funds Risk management insurance

CWB Wealth Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 2 with phone data in the visible sample.
6 departments represented
Visible contacts with email or phone data are mapped to these departments.
16 company-domain emails
Visible contacts using CWB Wealth's company email domain.
General
8
Finance
7
Executive
3
Sales
2
Legal
2
Marketing
1

CWB Wealth People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Connie Cooper
Avp Executive Financial Counselling
EP
R
Ralph D. Muth, Cim, Cfp, Cpa, Cma
Private Wealth Advisor, Financial
E
A
Anne Wildfong
Private Wealth Advisor, Portfolio
EP
F
Florence Habel Cfp®
Senior Planner - Obsessed with Your

CWB Wealth Workforce Composition

Seniority breakdown across 38 visible profiles.

Individual contributor
25
Manager
6
Senior / Lead
3
Executive
2
VP / Head
1
Associate / junior
1

CWB Wealth Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
1

Compare Similar Companies to CWB Wealth

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
National Bank of Canada Banking 19.79K View company
RBC Wealth Management Financial Services 8.20K View company
Canadian Western Bank Banking 1.68K View company
CWB National Leasing Financial Services 296 View company
CWB Group Public Safety 272 View company
Optimize Financial Group Financial Services 226 View company
T.E. Wealth Financial Services 47 View company
CWB Trust Services Financial Services 46 View company
CWB Maxium Financial Financial Services 44 View company
CWB Wealth Partners Investment Management 33 View company