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Brent Mc Lean
Ceo & Chairman at Cwb Wealth Partners
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Work Experience
Ceo & Chairman
Present
Company Details
11-50 Employees
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.
Year Founded
1999
Social Media
Linkedin
Industry
Investment Management, Independent financial advisers, Financial and insurance services, Business Services
HQ Location
801 10 Ave SW Calgary, AB T2R0B4, CA
Keywords
high net worth individuals (HNWI)pensions and trustsspecialized investment accountswealth managementfinancial planningglobal asset managementbankingfinancial advisorinvestment managementon-for-profit
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