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CWB Wealth

Financial Services

Specialities :
Wealth management
Investment and portfolio management
Financial planning
Business succession planning
Estate planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About CWB Wealth

What does Cwb wealth do?+

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. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada. We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services

What are Cwb wealth's specialties? +

Wealth management,investment and portfolio management,financial planning,business succession planning,estate planning,retirement planning,tax planning,mutual funds,risk management,and insurance

What is Cwb wealth's industry? +

Cwb wealth operates in the Financial services industry.

What is Cwb wealth's revenue? +

Cwb wealth's revenue is 11m - 100m

What is Cwb wealth's company size? +

Cwb wealth has 51 - 200 employees.

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