Table of Contents
Maintain a foundation of trust
Obsessed with your success
Manage our impact responsibly
Supplemental reporting
Appendices and Glossary
Overview
Our values Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy. We have great people who care about our clients and each other. It’s what makes us different. Our values are guideposts for how we deliver on our brand promise: Obsessed with your success.
PEOPLE FIRST
RELATIONSHIPS GET RESULTS
EMBRACE THE NEW
THE HOW MATTERS
INCLUSION HAS POWER
Change is everywhere. We seek out new ideas and are committed to continuous learning. We know that better is always possible.
How we do things is as important as
Diverse teams unleash new ideas and perspectives. We are aware of our own biases. We are proud of who we are, and we are allies for those around us.
Caring people are the key to our success. We work as a team and support one another. We always treat each other with respect and have the courage to be candid.
Clients choose CWB for the best experience. We build relationships proactively, with intention and consistency. Our results depend on it.
what we do. We take ownership, and move with urgency and efficiency. We always
act with integrity, and balance risk and reward.
OUR VISION
OUR STRATEGIC DIRECTION
Provide an unrivaled client experience tailored for business owners and their families.
Offer an engaging employee experience and culture for our inclusive and performance-driven teams.
Deliver an efficient and resilient business that drives sustained growth of our profitability.
7 2023 SUSTAINABILITY REPORT AND PUBLIC ACCOUNTABILITY STATEMENT
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