Obsessed with your success
Table of Contents
Maintain a foundation of trust
Manage our impact responsibly
Supplemental reporting
Overview
Appendices
My relationship manager gives me a sense of optimism and success. I feel like I am very informed and smarter when I speak to them. They work hard to accomplish our goals.” - CWB client Our relationship manager really tries to understand our business. He doesn’t take shortcuts and really believes in our business. He feels like he is a part of the team.” - CWB client
Mark Halston, President, Ironman Properties Ltd. & Ironman Automotive Ltd. Chris Greenway, CWB Financial Group
Strengthening our client experience with the launch of CWB Wealth
In 2022, we launched CWB Wealth, our new national brand for private wealth advisory services. The launch further integrates our acquired wealth management operations under one brand and positions CWB Wealth to provide a differentiated client experience in Canadian private wealth advisory services. Uniting our offering under a harmonized brand allows us to leverage the unique strengths that each legacy firm brings to CWB Wealth to meet the complex financial needs of our core client market - successful business families, business executives, and employees of the businesses we serve.
23 2022 SUSTAINABILITY REPORT AND PUBLIC ACCOUNTABILITY STATEMENT
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