CWB Wealth is the wealth management arm of the CWB Financial Group, a diversified financial services organization based in Canada. The firm offers a holistic and integrated approach to wealth management, encompassing discretionary investment management, financial planning, business transition advisory, and estate and trust services. Formed through the strategic integration of several established Canadian wealth advisory firms, including T.E. Wealth, Leon Frazer & Associates, and Doherty & Associates, CWB Wealth combines deep expertise and a client-centric model to help clients achieve their long-term financial goals.

Founded in

Canada