Company

CWB Wealth Partners

Investment Management Calgary, Alberta, Ca 33 employees

Employees: 33
Contacts: 1
Emails: 1

cwbmcleanpartners.com LinkedIn

CWB Wealth Partners Overview

Headquarters: Calgary, Alberta, Ca
Website: cwbmcleanpartners.com
Industry: Investment Management
Employees: 33
Founded: 1999
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

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

About CWB Wealth Partners

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.

CWB Wealth Partners Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

CWB Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Erica Gordon	Client Experience Manager at Cwb Wealth		View
Pauline Davison, Fma	Cco, Cwb Wealth Partners Ltd.	Pickering, Ontario, Canada	Email
Russ Mackay, Cim, Mfa-P	Private Wealth Advisor, Portfolio		View