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CWB Wealth Partners

Investment Management

Specialities :
High net worth individuals (hnwi)
Pensions and trusts
Specialized investment accounts
Wealth management
Financial planning

+6

revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50

Frequently Asked Questions About CWB Wealth Partners

What does Cwb wealth partners do?+

As part of CWB Wealth, CWB Wealth Partners is based in Calgary, AB and offers a specialized investment management service, allowing for more flexibility with client accounts. We develop personalized investment strategies for high-net-worth individuals and families, institutions, foundations, and not-for-profit organizations, and have over $2 billion of assets under management and administration

What are Cwb wealth partners's specialties? +

High net worth individuals (hnwi),pensions and trusts,specialized investment accounts,wealth management,financial planning,global asset management,banking,financial advisor,investment management,non-for-profit,and institution

What is Cwb wealth partners's industry? +

Cwb wealth partners operates in the Investment management industry.

What is Cwb wealth partners's revenue? +

Cwb wealth partners's revenue is 11m - 100m

What is Cwb wealth partners's company size? +

Cwb wealth partners has 11 - 50 employees.

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