CWB Wealth Management
Finance · Canada · 201-500 Employees
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Overview
Headquarters
1250 10303 Jasper Ave NW, Edmonton, Albe...Phone Number
(504) 431-9911Website
www.cwbwealth.comRevenue
$35.4 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
1
About CWB Wealth Management
CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of financial planning, products and services. Along with the company's affiliates, Adroit Investment Management , McLean & Partners Wealth Management and Canadian Western Financial, the company delivers a unified approach of providing solutions and support to help you achieve your vision for the future.Explore more
CWB Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$335.3M
501-1,000
Private
-
1998
$72.2M
501-1,000
Private
-
2017
BC
Blaine CoatesFounder & Executive Vice President & Chief Financial Officer
Company Profile Activity
Activity Insights
CWB Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CWB Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CWB Wealth Management.
CWB Wealth Management Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
CWB Wealth Management is planning to move offices in July 2025. The move will impact approximately 100 employees at the existing office located at 1040 West Georgia Street, Suite #1500, Vancouver, BC.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
CWB Wealth Management is planning to move offices in May 2024. The move will impact approximately 30 employees at the existing office located at 10303 Jasper Avenue Nw, Suite #1250, Edmonton, AB.
Facilities Relocation / Expansion
CWB Wealth Management is planning to move its offices in July 2023. The move will impact approximately 40 employees at their existing office located at 800-26 Wellington St E, Toronto, ON.
Facilities Relocation / Expansion
CWB Wealth Management News & Media
Matt Evans named CEO of CWB Wealth Management
Evans succeeds David Schaffner, who announced his retirement in DecemberCWB appoints new president and CEO for wealth management
/CNW/ - Stephen Murphy, CWB's executive vice president, banking, is pleased to announce the appointment of Matt Evans, CFA, as CWB Wealth Management's new...
Read more news
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CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of financial planning, products and services. Along with the company's affiliates, Adroit Investment Management , McLean & Partners Wealth Management and Canadian Western Financial, the company delivers a unified approach of provid... Read More
