Together, we are stronger

CWB McLean & Partners Wealth Management with CWB Financial Group – putting clients at the heart of everything we do.

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Action-reaction in financial markets

In our Q2 Quarterly Outlook Commentary, we share our 'action-reaction' playbook in the different global markets.

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You are more than just a number on a spreadsheet

In a world of digital technology, we firmly believe in the magic of real human relationships.

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Eyes fixed on the destination, not the bumps on the road

We’re adaptable to ever-changing situations, but never without a long-term plan.

INVESTMENT PHILOSOPHY & PROCESS

WHO WE ARE

We are highly dedicated financial professionals with a clear understanding of what investing and client service should be. We believe in discovering what the future needs to look like for clients. In order to get there, our research team obsesses over company fundamentals that others tend to overlook and our client portfolio management team fundamentally gets to know our clients – their innermost dreams, fears and goals, when it comes to their future.