VerifiedInvestment Management· Founded 1999

Cwb Wealth Partners

As part of CWB Wealth, CWB Wealth Partners is based in Calgary, AB and offers a specialized investment management service, allowing 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 billion of assets under management and administration.

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HeadquartersCalgary, CanadaEmployees33(11 to 50)Founded year1999Websitecwbwealthpartners.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

33

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Cwb Wealth Partners

6 distinct titles indexed · top 6 shown.

  • 2client services associate
  • 1director of first impressions
  • 1equity research analyst
  • 1senior equity research analyst
  • 1senior research analyst
  • 1senior wealth planner

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