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CWB WEALTH MANAGEMENT LTD./CWB GESTION DE PATRIMOINE LTÉE

Business & Finance Registered 20 November 2020

General Information

Official company information

Registry ID
3343057
Company Age
4 years
Registration Date
Registered Address
2020 Blvd Robert-Bourassa Suite 2100, Montréal, QC H3A 2A5
Business Number (BN)
121290738NS0003
City
HALIFAX
Status Notes
2020-12-03
Email
N/A
Phone
Website

Official company website with more information about products, services, and contact details.

About CWB WEALTH MANAGEMENT LTD./CWB GESTION DE PATRIMOINE LTÉE

Company profile and description

CWB Wealth Management Ltd. (CWB Gestion de patrimoine) provides wealth advisory services and is the trusted advisor to Canada's business families. CWB Gestion de patrimoine was launched in 2016 to oversee the overall wealth management strategy and operates as the wealth division of CWB Financial Group. The company has a strong presence across Canada and serves clients in English and French, and offers specialized investment management and advisory services to institutional clients and Indigenous communities. CWB has a team of over 200 members across Canada, with approximately $8.6 billion in assets under management and administration, and approximately $2.4 billion in assets advised for Indigenous communities. CWF is a wholly-owned subsidiary of CWB Wealth Management Ltd. (“CWB WM”) which is a wholly-owned subsidiary of National Bank of Canada (“NBC). CWF is a separate legal entity distinct from CWB WM and NBC.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1829047697689018383
Hierarchy
child
Parent Id
CC_12461358
Entity Type
Extra-provincial Corporation Federal
Display Date
2020-11-20
Jurisdiction
NS
Status Notes
Active
Business Number
121290738NS0003
MRAS Entity Type
BCA

Company Contacts

Key contacts and leadership 6 total contacts

Name & Position Email Contact Number Fax Number
S
Scott Blair
Chief Investment Officer
-
-
-
H
Hilmar Lemke
AVP, Wealth Advisory & Distribution Services
-
-
-
B
Birju Shah
Chief Compliance Officer, Canadian Western Financial
-
-
-
J
Julie Clitheroe
Wealth Advisor, Canadian Western Financial
-
-
-
R
Rhonda Hunt
Wealth Advisor, Canadian Western Financial
-
-
-

Showing 5 of 6 contacts.

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