Wealth Management

Leaving on your own terms: What to consider for an effective business succession plan

How can business owners prepare for the inevitable transition from owner to retiree? Succession planning is a vital process to ensure smooth change over in management.

Understanding how taxes impact your rate of return

Better assess your future investment choices to help minimize tax on your portfolio returns.

Investor confidence spurs market and economic growth

CWB Wealth Management’s President & CEO, David Schaffner, presented a market and economic update in Panorama.

Proposed changes to corporate tax planning

Changes in the 2017 federal budget may affect the way private corporations can be used for tax planning.