CWB Wealth is a Canadian financial services startup with a rich history dating back to 1939. The company has made its mark by spearheading the concept of financial health through comprehensive financial planning and professional investment management. Embracing a client-centric model, CWB Wealth provides boutique wealth management services across Canada in both English and French languages. As part of CWB Financial Group, the company is uniquely positioned as a trusted leading wealth advisor in Canada. With over $8B in assets under management and administration and more than $2B in advisory assets within Indigenous Services, CWB Wealth has proven its capability in handling substantial wealth with responsibility and expertise. Established in 2015, the company operates in the Finance and Financial Services industries, with its headquarters located in Canada.
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