Succession planning and retirement

Be prepared for your transition

Get started with the right tools

Be ready for life's next phase

It's hard to step away from the business you’ve spent years building and running. And that’s why many business owners delay the process of creating an exit strategy, succession or retirement plan. To make sure the transition goes smoothly work with a CWB Account Manager to develop a plan and be prepared.

Gold Leaf PLUS® package

This comprehensive package is specifically crafted for clients aged 57 and over, offering great additional services and benefits. Enjoy all the features of an Apex® or Peak Performance® Account with no monthly fee.

Learn more

CWB Wealth Management

Our team wants to help you achieve your financial goals.

Learn more

WestEarner® TFSA Account

Make your money work harder and smarter with this high-interest Tax Free Savings Account (TFSA) that lets your funds grow without having to pay tax on your earnings. Withdraw or contribute funds at any time and don’t pay tax on any interest you earn. Automate your saving with the convenient automatic contribution feature.

Learn more