As part of CWB Wealth, CWB Wealth Partners is based in Calgary, AB and offers a specialized investment management service, allowing for more flexibility with client accounts. We develop personalized investment strategies for high-net-worth individuals and families, institutions, foundations, and not-for-profit organizations, and have over $2 billion of assets under management and administration.
Company Details
- Employees
- 33
- Founded
- 1999
- Address
- 801 10 Ave Sw, Calgary,ab T2r0b4,canada
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- cwbmcleanpartners.com
- Keywords
- high net worth individuals (HNWI), pensions and trusts, specialized investment accounts, wealth management, financial planning, global asset management, banking, financial advisor, investment management, non-for-profit, institution.
- HQ
- Calgary, AB
Cwb Wealth Partners Questions
Cwb Wealth Partners's website is cwbmcleanpartners.com
Cwb Wealth Partners's LinkedIn profile is https://ca.linkedin.com/company/cwb-wealth-partners
Cwb Wealth Partners has
33 employees.
View email and phone details for 33
employees at Cwb Wealth Partners.
Cwb Wealth Partners's industry is
Investment Management
Cwb Wealth Partners's top competitors are
Palisade Capital Management Ltd.,
Matco Financial Inc.,
Acumen Capital Partners,
Cwb Wealth,
Lightyear Capital Inc,
Scotiabank,
Canadian Western Bank,
Qv Investors Inc.,
Mclean Research,
Canadian Family Offices.
Cwb Wealth Partners's categories are Investment Management
Cwb Wealth Partners's founding year is 1999
