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Personal investing meets professional advice

Tailored guidance from experts who understand.

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The goals you set in life are unique to you. Shouldn't your investments be too? When it comes to helping you build your future, our philosophy for success is simple: pair honest, expert advice with excellent solutions and savvy strategies. We know every dollar counts. We personalize your portfolio with intelligent solutions always chosen with you in mind. Because even though everyone's goals are different, that doesn't mean we can't all reach them.

Investing for the future

RRSPs, RESPs and RRIFs. Save for tomorrow with valuable tax benefits today.

Learn about registered plans

Investing for guaranteed returns

Protected and flexible, our GICs let you grow with confidence, so you can save on your own schedule.

Learn about GICs

Investing to meet savings goals

Save for whatever, whenever with the tax-free gains of a flexible, high-interest WestEarner® TFSA.

Learn about TFSAs

Investing with expert advice

An accessible investment that complements your portfolio with diverse assets and an increased opportunity for returns. 

Learn about Mutual Funds

CWB Wealth Management

CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada. Our highly qualified professionals deliver sophisticated financial planning experiences, complemented by institutional quality investment management.

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Discover our new CAD GICs 

  and terms available on registered products
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Invest with confidence

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