General Information
Official company information
- Registry ID
-
2020021339Registry ID - A unique identifier for this business
- Company Age
- 8 years
- Registration Date
-
- Registered Address
-
141 Adelaide St W #1500, Toronto, ON M5H 3L5
- Business Number (BN)
- 878115823
- City
- CALGARY
-
N/A
- Phone
- Website
-
Official company website with more information about products, services, and contact details.
About CWB WEALTH PARTNERS LTD.
Company profile and description
CWB Wealth Partners Ltd. is a boutique investment dealer regulated by the Canadian Investment Regulatory Organization. Based in Calgary, AB, CWB Wealth Partners offers a specialized investment management service, which allows 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 $2.2 billion of assets under administration. CWB Wealth Partners’ beginning was inspired by four founders who were working at large investment firms, where they felt the company was putting corporate objectives above the clients’ best interests. CWB Wealth provides wealth advisory services, and is the trusted advisor to Canada's business families.
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
- 1813627007235260416
- Hierarchy
- parent
- Entity Type
- Alberta Business Corporation
- Display Date
- 2016-11-01
- Jurisdiction
- AB
- Business Number
- 878115823
- MRAS Entity Type
- BCA
Company Contacts
Key contacts and leadership 42 total contacts
| Name & Position | Contact Number | Fax Number | |
|---|---|---|---|
|
A
Anne Wildfong
-
|
-
|
-
|
-
|
|
K
Kevin Dehod
President & CEO, CWB Wealth Partners
|
-
|
-
|
-
|
|
R
Russ MacKay
Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners
|
-
|
-
|
-
|
|
M
Matt Dunn
-
|
-
|
-
|
-
|
|
A
Anna Premyslova
-
|
-
|
-
|
-
|
Showing 5 of 42 contacts.
Similar Companies
Companies in the same industry or category
-
Business & Finance -
Business & Finance -
Business & Finance -
Business & Finance
In the News
Recent media coverage and press mentions
No recent media coverage
No recent news articles found for CWB WEALTH PARTNERS LTD.
