Mutual funds

Add the depth of Onyx

Mutual funds

We understand your financial plan isn’t always crystal clear. It’s as layered and deeply textured as an onyx gemstone. No matter how complex your situation, we developed the CWB Onyx Managed Solutions to help refine and simplify the path towards your vision of the future.

The CWB Onyx Managed Solutions are built using our multi-manager, multi-style, active management philosophy with the goal of delivering the best return potential for your portfolio. We believe in looking at the long-term horizon for your investments. Using comprehensive analysis and industry research, we can determine the right ways to invest to meet your goals.
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Features

Product Information

Rates
$0 - $2,500   
$2,500.01 - $5,000  
$5,000.01 - $1,000,000  
$1,000,000.01 - $5,000,000  
$5,000,000.01 and over  

 

Fees
Monthly fee Free
Deposits Free
Transactions included 0
Additional Transactions $5.00
Transfers between your CWB accounts Free
The EXCHANGE® Network ATM Withdrawal $5.00
Non-EXCHANGE Network ATM Withdrawal $5.00

CWB Onyx™ Portfolio Series

CWB Core Mutual Funds™

CWB Wealth Management, a CWB Financial Group company, is the trustee, manager and principal distributor of the CWB Onyx Portfolio Series and CWB Core Mutual Funds, which are comprised of the CWB Onyx Conservative Solution, CWB Onyx Balanced Solution, CWB Onyx Growth Solution, CWB Onyx Diversified Income Fund, CWB Onyx Canadian Equity Fund, and CWB Onyx Global Equity Fund, CWB Core Equity Fund and CWB Core Fixed Fund. The CWB Onyx Portfolio Series and CWB Core Mutual Funds are also distributed by Canadian Western Financial Ltd. (CWF) as a participating dealer. CWB Wealth Management and CWF are subsidiaries of Canadian Western Bank. CWB Wealth Management pays a trailing commission to CWF, which is an ongoing commission for services and advice that CWF and CWF representatives provide to investors. The trailing commission paid to CWF is 0.50% for the CWB Onyx Diversified Income Fund, 0.75% for the CWB Onyx Conservative Solution, and 1.00% for the CWB Onyx Balanced Solution, CWB Onyx Growth Solution, CWB Onyx Canadian Equity Fund and CWB Onyx Global Equity Fund. The trailing commission paid to CWF for the CWB Core Funds is 0.5% annually, or $5 for each $1,000 invested and is paid from the relevant fund's management fee.

The CWB Onyx Portfolio Series and CWB Core Mutual Funds are qualified for sale in the provinces of BC, Alberta, Saskatchewan and Manitoba and Ontario. This site does not constitute investment advice or an offer or a solicitation to purchase investment products.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus, which contains detailed investment information, before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Regulated by The Mutual Fund Dealers Association of Canada

Canadian Western Financial is a member of the MFDA.

www.mfda.ca

CWB Onyx Managed Solutions are an exclusive offering from CWB Wealth Management and Canadian Western Financial, available in Canadian Western Bank Branches.