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.
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