CWB Wealth is a Canadian financial services startup with a rich history dating back to 1939. The company has made its mark by spearheading the concept of financial health through comprehensive financial planning and professional investment management. Embracing a client-centric model, CWB Wealth provides boutique wealth management services across Canada in both English and French languages. As part of CWB Financial Group, the company is uniquely positioned as a trusted leading wealth advisor in Canada. With over $8B in assets under management and administration and more than $2B in advisory assets within Indigenous Services, CWB Wealth has proven its capability in handling substantial wealth with responsibility and expertise. Established in 2015, the company operates in the Finance and Financial Services industries, with its headquarters located in Canada.
CWB Wealth
Founded 2015
Edmonton, Canada
163 employees
Finance, Financial Services
Edmonton, Canada
163 employees
Finance, Financial Services
General Information
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Finance
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FAQ About CWB Wealth
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 fr...
CWB Wealth was founded in 2015.
CWB Wealth is headquartered in Edmonton, Canada.
CWB Wealth operates in the following industries: Finance, Financial Services.
CWB Wealth has approximately 163 employees.
Top alternatives and competitors to CWB Wealth include Groupe financier PEAK / PEAK Financial Group, The Fiduciary Group, CWB Maxium Financial, CWB Group, Aldrich Wealth . These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CWB Wealth and Groupe financier PEAK / PEAK Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.
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