Cba Wealth Information

View Top Employees from Cba Wealth

Our independent advisors will work closely with you to craft a comprehensive plan, designed to simplify the journey ahead. We’ll help you create clear, actionable goals that will achieve your full financial potential.

Website	https://www.cbawealth.com/
Revenue	$5 million
Employees	8 (4 on RocketReach)
Address	Suite 305, 9622 42 Avenue, Edmonton, Alberta T6E 5Y4, CA
Phone	+1 780-440-2299
Fax	(780) 440-3477
Industry	Financial Services, Finance General, Finance
Keywords	Financial Advisor, Financial Planning, Financial Consulting, Comprehensive Financial Planning, Wealth Management, Investment Planning, Investment Advice, Investment Strategies, Wealth Building, Retirement Planning, Portfolio Management, Customized Financial Plans, Estate Planning, Tax Planning, Retirement Planning Services, Estate Planning Services, Risk Management, Long-Term Financial Goals, Financial Security, Financial Future
Competitors	AMP, AustralianSuper, Perpetual Limited, Colonial First State, BT Financial Group, HESTA, Hostplus, IOOF, Sunsuper, Magellan Financial Group +29 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

Cba Wealth Questions

What is the annual revenue of Cba Wealth?

The Cba Wealth annual revenue was $5 million in 2026.

Who is the Partner of Cba Wealth?

Shawn Lantz is the Partner of Cba Wealth.

How many people are employed at Cba Wealth?

4 people are employed at Cba Wealth.

Where is Cba Wealth based?

Cba Wealth is based in Edmonton, Alberta.

What is the NAICS code for Cba Wealth?

The NAICS codes for Cba Wealth are [52393, 52, 5239, 523].

What is the SIC code for Cba Wealth?

The SIC codes for Cba Wealth are [62, 628].

Top Cba Wealth Employees

Shawn Lantz

Partner at Cba Wealth

Edmonton, AB, CA
1
- cbawealth.com
Ryan Beebe

Financial planner at Cba Wealth

Edmonton, AB, CA
3
- cbawealth.com
- advocis.ca
- peakgroup.com

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