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CWB Wealth Management Ltd


Suite 1250, 10303 Jasper Avenue
Edmonton, Alberta T5J 3N6
(780) 429 - 3500

Principal Contacts

Linnea McKercher
VP Portfolio Manager
Tel: (780) 429 - 3500

Loretta Carbonelli
Chief Compliance Officer
Tel: (780) 429 - 3500

David Schaffner
President and CEO

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta*
  • British Columbia
  • Manitoba
  • Ontario
  • Quebec
  • Saskatchewan

* indicates a physical location in this province

About Us

Benefit from our experience

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 subsidiaries, McLean & Partners Wealth Management and Canadian Western Financial, we deliver unified solutions and support to help you achieve your vision for the future.We believe that financial planning and investments go together. We offer integrated solutions that produce results. We’re small enough to be nimble and dynamic, but have access to the right expertise to make sure everything works together seamlessly.

Our group of professionals have extensive investment experience managing over $2 billion in assets. It’s the people at CWB Wealth Management that make us strong. Our team of accomplished professionals are equipped with the right levels of experience, skills, and qualifications. Most importantly, we look for optimal fit. We ensure our people are strategically aligned with our wealth management approach.

Our company was founded to provide institutional quality asset management to individuals. We also have many institutional clients, including charitable organizations, foundations, and other not-for-profit organizations.

CWB Wealth Management is part of CWB Financial Group, a diversified financial services group providing specialized services in business and personal banking, trust, and wealth management across Canada. Through our network of branches, business offices and our mobile relationship teams, we’re helping clients manage their money, grow their businesses and realize their financial potential.