CWB Financial Group

Finance · Canada · 51-200 Employees

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Overview

Headquarters

750 Cambie St 300, Vancouver, British Co...

Phone Number

(800) 663-1124

Website

www.cwt.ca

Revenue

$53 Million

Industry

Finance Banking Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
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About CWB Financial Group

CWB Trust Services specializes in asset servicing and registered plan trust solutions, providing personalized and responsive custody and trust expertise. They cater to investment firms, registered plan agents, and corporate clients, offering tailored servicing for pension plans, pooled funds, and group plans. The company emphasizes delivering value through customized asset servicing solutions. Recently, CWB Trust Services has been involved in significant corporate developments, including a merger with National Bank.Explore more
CWB Financial Group's Social MediaPopular SearchesCWB Financial GroupCanadian Western TrustCanadian Western BankCWB Trust ServicesCanadian Western Trust( CWTSIC Code 62,628NAICS Code 52,523Show more

CWB Financial Group Org Chart

PhoneEmail
SN
Canada flag for contact location.

Assistant VP, Custody Operations

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JS
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Assistant VP, Trust Finance Operations & Comp...

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KC
Canada flag for contact location.

Manager

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NH
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Special Project Manager

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JN
Canada flag for contact location.

Manager

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DR
Canada flag for contact location.

Manager, Operational Support

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RP
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Manager, Administration

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CWB Financial Group

$53M
51-200
Private
-
1987
SN
Shaun NoorzayAssistant VP, Custody Operations
$176.7M
51-200
Private
-
1987
N/A
$42.8M
51-200
Private
-
1947
DL
Douglas LucianiPresident & CEO
$28.1M
51-200
Private
-
1975
$19.2M
51-200
Private
-
1939
CD
Charlene DavidsonChief People Officer
$10.6M
51-200
Private
-
2004
PW
Patsy WongSenior Financial Advisor
$6.5M
51-200
Private
-
1991
JG
Joshua GibneyTotal Wealth Planner
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Company Profile Activity

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Among all Finance companies

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Activity Insights

CWB Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CWB Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CWB Financial Group.

CWB Financial Group Tech Stack

A closer look at the technologies used by CWB Financial Group

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Frequently Asked Questions Regarding CWB Financial Group

What is CWB Financial Group's official website?
CWB Financial Group's official website is www.cwt.ca
What is CWB Financial Group's Revenue?
CWB Financial Group's revenue is $53 Million
What is CWB Financial Group's SIC code?
CWB Financial Group's SIC: 62,628
What is CWB Financial Group's NAICS code?
CWB Financial Group's NAICS: 52,523
How many employees does CWB Financial Group have?
CWB Financial Group has 51-200 employees
What industry does CWB Financial Group belong to?
CWB Financial Group is in the industry of: Finance, Banking, Securities Trading
What is CWB Financial Group competition?
CWB Financial Group top competitors include: CWB Group, Educators Financial Group, Nergir, Keil Investment Group
What companies has CWB Financial Group acquired?
CWB Financial Group has acquired the companies: CWB Financial Group, Canadian Western Bank, Altamira Investment Services, Nbfwm
What technology does CWB Financial Group use?
Some of the popular technologies that CWB Financial Group uses are: Cloudflare Website Optimization, Google Universal Analytics, Proofpoint, Tableau
How do I contact CWB Financial Group?
CWB Financial Group contact info: Phone number: (800) 663-1124 Website: www.cwt.ca
What does CWB Financial Group do?

CWB Trust Services specializes in asset servicing and registered plan trust solutions, providing personalized and responsive custody and trust expertise. They cater to investment firms, registered plan agents, and corporate clients, offering tailored servicing for pension plans, pooled funds, and group plans. The company emphasizes delivering value... through customized asset servicing solutions. Recently, CWB Trust Services has been involved in significant corporate developments, including a merger with National Bank.Read More

What are CWB Financial Group social media links?
CWB Financial Group Linkedin page CWB Financial Group Twitter page
Is CWB Financial Group a public company?
CWB Financial Group is private company therefore does not currently have an official ticker symbol
See more information about CWB Financial Group

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