Marcy Einarsson Email

SAVP, Wealth Compliance and Chief Compliance Officer, CWB Wealth Management Ltd. . CWB Wealth Management

Current Roles

Employees:
121
Revenue:
$25.4M
About
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.
CWB Wealth Management Address
10303 Jasper Avenue
Edmonton, ON
CAN

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