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.
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
  • 475 W Georgia St Suite 540 Vancouver, British Columbia V6B 4M9, CA
  • 26 Wellington St E Suite 800 Toronto, Ontario M5E 1S2, CA
  • 1155 N Service Rd W Unit 11 Oakville, Ontario L6M 3E3 , CA
  • Bow Valley Square 1, 202 - 6th Avenue SW Suite 1700 Calgary, Alberta T2P 2R9, CA
  • 2020 Boulevard Robert-Bourassa Suite 2100 Montreal, Quebec H3A 2A5, CA
  • 6700 Boulevard Pierre-Bertrand Suite 300 Québec, Quebec G2J 0B4 , CA
  • 24 Queens Sq Suite 206 Cambridge, Ontario N1S 1H6, CA
  • 801-10th Avenue SW Calgary, Alberta T2R 0B4, CA

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andywarhol@cwbwealth.com
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awarhol@cwbwealth.com
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andyw@cwbwealth.com
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andy@cwbwealth.com
last
warhol@cwbwealth.com
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