CWB Wealth harmonizes CWB's five boutique
wealth management affiliates under a new national
brand identity
EDMONTON, AB, Nov. 1, 2022
/CNW/ - Building on Canadian Western Bank's (CWB) 40-year
legacy of personalized banking solutions for Canadian business
owners and their families, CWB Financial Group is proud to announce
the launch of CWB Wealth, its new national brand for private wealth
advisory services. The launch further integrates CWB's acquired
wealth management operations under one brand and positions CWB
Wealth to provide a wholly different client experience in Canadian
private wealth advisory services.
CWB Wealth harmonizes brand identities for CWB's investment
counsel businesses, including CWB Wealth Management (acquired as
Adroit Investment Management), T.E. Wealth, Doherty & Bryant
Financial Strategists, and Leon
Frazer & Associates. As part of the launch, CWB's
Calgary-based IIROC boutique, CWB
McLean & Partners, will maintain a distinct identity under the
new CWB Wealth brand as CWB Wealth Partners.
"Our teams have worked closely to transform the acquired
businesses over the past couple of years. Uniting our offering
through a harmonized brand allows us to leverage the unique
strengths that each legacy firm brings to CWB Wealth," says
Matt Evans, President and CEO, CWB
Wealth. "The goal in bringing these firms together was to create a
private wealth organization that is true to the heritage of each
legacy firm and reflects the relationship driven values of
CWB. By combining our highly personalized approach with deep
technical expertise on intergenerational financial planning and
decades of investment management experience, we are excited to
bring a powerful new offering to the Canadian private wealth
market."
The launch of CWB Wealth also represents further execution of
CWB's highly differentiated full-service growth strategy. CWB's
combined strengths in commercial banking, personal banking and
wealth management together represent a boutique full-service
experience, uniquely positioned in Canada to meet the complex financial needs of
successful business families, business executives, and employees of
the businesses CWB serves.
"CWB was formed by entrepreneurs with a vision to create a more
personal experience for clients who were undervalued by
Canada's large banks. The founders
of our legacy private wealth brands were innovators who pioneered
the concepts of financial health through comprehensive planning and
professional investment management. CWB Wealth represents CWB's
commitment to nurture the legacy of highly personalized
professional services firmly established within our wealth
organization, and to meet the evolving needs of client families
across CWB's growing national footprint," adds Evans.
About CWB Wealth
CWB Wealth is part of CWB Financial Group, a diversified
financial services company providing specialized services in
business and personal banking, wealth management and trust services
across Canada. Serving wealthy
families with complex financial needs, CWB Wealth takes a fully
integrated approach to private wealth management, with customized
strategies designed by highly qualified professional teams to
address our clients' unique goals.
SOURCE Canadian Western Bank