Financial Planning

Finding Balance: Build a team who feels as invested as you are

After an unexpected tragedy, Dr. Effie Gregoriou suddenly found herself as a sole proprietor of her dental clinic. CWB was the partner she could lean on and learn from during the transition.

The importance of flexibility: When cash is the better TFSA investment

CWB Wealth Management’s Robert Bradburn explains how holding cash in a TFSA can be a smart addition to any portfolio.

The best investment strategy starts with you Using mutual funds to adapt to your financial needs

CWB’s Vince Lee knows TFSA mutual funds success lies in finding the right balance of risk and reward.

The best worst-named investment in Canada: Getting the most out your TFSA

Outlining the TFSA investment options for short and long term goals, CWB’s Natasha Jahrig emphasizes the importance of knowing what you’re saving for.

Our People, Passion and Purpose: Diana Tran

Diana Tran is leading the charge into a new territory at CWB, working as an Account Manager at CWB’s Virtual Branch, in finding solutions for customers who don’t have a local CWB branch.