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CWB Wealth Management

Business Services · Canada · 260 Employees

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About

Headquarters

1250 10303 Jasper Ave NW, Edmonton, Alberta, T5...

Phone Number

(504) 431-9911

Revenue

$35.4 Million

Industry

Business Services General Business Services

Who is CWB Wealth Management

CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of financial planning, produ cts and services. Along with our affiliates, Adroit Investment Management , McLean & Partners Wealth Management and Canadian Western Financial, we deliver a unified approach of providing solutions and support to help you achieve your vision for the future.Read more

CWB Wealth Management's Social MediaPopular SearchesCwb Wealth Management LtdCwb Wealth ManagementCWB Wealth Partners LtdCwb Investments IncRincon Asset Management LLCSIC Code 87,874NAICS Code 56,561Show more

CWB Wealth Management Org Chart

Kevin Dehod

President & Chief Executive Officer

PhoneEmail
Lily Lau

Chief Financial Officer, Regulatory

PhoneEmail
Olivier Demet

Chief Operating Officer

PhoneEmail

PhoneEmail

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CWB Wealth Management Company Metrics

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Employee Growth Rate
Acquisitions & Subsidiaries

adroitinvestments.ca

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CWB Wealth Management Tech Stack

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Most Recent Scoops

Jun 5 2023
Facilities Relocation / Expansion
May 8 2023
Facilities Relocation / Expansion
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CWB Wealth Management News & Media

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Frequently Asked Questions regarding CWB Wealth Management

Where is CWB Wealth Management located?
CWB Wealth Management's headquarters are located at 1250 10303 Jasper Ave NW, Edmonton, Alberta, T5J 3N6, Canada
What is CWB Wealth Management's phone number?
CWB Wealth Management's phone number is (504) 431-9911
What is CWB Wealth Management's official website?
CWB Wealth Management's official website is www.cwbwealth.com
What is CWB Wealth Management's Revenue?
CWB Wealth Management's revenue is $35.4 Million
What is CWB Wealth Management's SIC code?
CWB Wealth Management's SIC: 87,874
What is CWB Wealth Management's NAICS code?
CWB Wealth Management's NAICS: 56,561
How many employees does CWB Wealth Management have?
CWB Wealth Management has 260 employees
What industry does CWB Wealth Management belong to?
CWB Wealth Management is in the industry of: Business Services General, Business Services
What is CWB Wealth Management competition?
CWB Wealth Management top competitors include: Capital SLM 300, TE Wealth, Newport Private Wealth, Gluskin Sheff
What companies has CWB Wealth Management acquired?
CWB Wealth Management has acquired the companies: adroitinvestments.ca
What technology does CWB Wealth Management use?
Some of the popular technologies that CWB Wealth Management uses are: Facebook Web Custom Audiences, Facebook Pixel, Google Universal Analytics, Cloudflare CDN
Who is the CEO of CWB Wealth Management?
CWB Wealth Management's CEO is Kevin Dehod
Who is the CFO of CWB Wealth Management?
CWB Wealth Management's CFO is Lily Lau
How do I contact CWB Wealth Management?
CWB Wealth Management contact info: Phone number: (504) 431-9911 Website: www.cwbwealth.com
What does CWB Wealth Management do?

CWB Wealth Management provides discretionary portfolio management and investment advisory services, as well as a range of financial planning, products and services. Along with our affiliates, Adroit Investment Management , McLean & Partners Wealth Management and Canadian Western Financial, we deliver a unified approach of providing solutions and su... pport to help you achieve your vision for the future.Read More

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

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