CWB Wealth Management Revenue and Competitors

CWB Wealth Management provides financial planning, discretionary portfolio management and investment advisory services to clients in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Working with our subsidiary companies - McLean and Partners Wealth Management and Canadian Western Financial - we're focused on helping business owners, families, high-net-worth individuals, institutions and charitable organizations achieve their vision for a secure financial future. We believe that financial planning and investments go together: that's why we offer integrated solutions that produce results. We're small, nimble and dynamic, but still have the right expertise to ensure your experience with us is seamless. CWB Wealth Management is a CWB Financial Group company.