With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada. We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
View Top Employees from CWB Wealth| Website | http://www.cwbwealth.com |
| Revenue | $33.5 million |
| Employees | 162 (98 on RocketReach) |
| Founded | 2016 |
| Address | 10303 Jasper Avenue, 1250, Edmonton, Alberta T5J 3N6, CA |
| Phone | (504) 431-9911 |
| Fax | (416) 368-9801 |
| Technologies |
JavaScript,
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ASP.NET
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| Industry | Financial Services, Business Services General, Business Services |
| Keywords | Independent Wealth Management, Comprehensive Financial Advice, Financial Health |
| Competitors | Canadian Imperial Bank of Commerce, Gluskin Sheff + Associates Inc., TE Investment Counsel, The Blaine Gregg Group, The Newman Group |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies |
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CWB Wealth Questions
The CWB Wealth annual revenue was $33.5 million in 2024.
Scott Blair is the Chief Investment Officer of CWB Wealth.
98 people are employed at CWB Wealth.
CWB Wealth is based in Edmonton, Alberta.
The NAICS codes for CWB Wealth are [561110, 561, 56111, 56, 5611].
The SIC codes for CWB Wealth are [874, 87].
Top CWB Wealth Employees
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