Cwb Wealth
Financial Services · 201 Employees
Phone Number: stephen@stephensicoli.com
Email Address: stephen@stephensicoli.com
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About
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.
Website
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
10303 Jasper Avenue
1250
Edmonton, Alberta T5J 3N6, CA
Keywords
Wealth managementInvestment and portfolio managementFinancial planningBusiness succession planningEstate planningRetirement planningTax planningMutual fundsRisk managementinsurance
Location
9
- 10303 Jasper Avenue 1250 Edmonton, Alberta T5J 3N6, CA
Email Formats
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FormatExamples
first + last
andywarhol@cwbwealth.com
first_initial + last
awarhol@cwbwealth.com
first + last_initial
andyw@cwbwealth.com
first
andy@cwbwealth.com
last
warhol@cwbwealth.com
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