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Legal Notice


Trade Matching Statement


National Instrument 24-101 Trade Matching and Settlement

To: All trade-matching parties providing trade orders to, acting on behalf of, or executing a trade with:

CWB MCLEAN & PARTNERS WEALTH MANAGEMENT LTD.

This Trade-Matching Statement is being provided in accordance with National Instruments 24-101 - “Institutional Trade Matching and Settlement” and Companion Policy 24-101 CP [the “National Instrument”]. This applies to all trades that are subject to the National Instrument.

CWB McLean & Partners Wealth Management Ltd. has established, maintains, and enforces policies and procedures designed to achieve trade matching in accordance with the National Instrument.

CWB McLean & Partners Wealth Management Ltd.


Trademarks

CWB Financial Group companies

 

The symbols ® and ™ designate Canadian registered trademark and, generally, unregistered trademark status respectively. The below lists registered and unregistered trademarks of Canadian Western Bank. Canadian Western Bank has additional trademarks and service marks, registered and unregistered, in Canada, which may or may not appear on this site.

  • Apex® is a registered trademark of Canadian Western Bank.
  • A Reputation for Getting Things Done® is a registered trademark of Canadian Western Bank, used under license by Computershare Trust Company of Canada.
  • Conseillers T.E.® is a registered trademark of Canadian Western Bank.
  • CWB Core® is a trademark of Canadian Western Bank.
  • CWBdirect® is a registered trademark of Canadian Western Bank.
  • CWB Equipment Financing® is a trademark of Canadian Western Bank.
  • CWB Franchise Finance®
  • CWB Onyx™ is a trademark of Canadian Western Bank.
  • CWB Prestige™
  • CWB Wealth Management® is a registered trademark of Canadian Western Bank.
  • CWB Western Choice Home Equity Plan®
  • Focussed on You® is a registered trademark of Canadian Western Bank.
  • Gold Leaf PLUS® is a registered trademark of Canadian Western Bank.
  • High Rise® is a registered trademark of Canadian Western Bank.
  • HOMEWORKS® is a registered trademark of Canadian Western Bank.
  • In-Touch Telephone Banking® is a registered trademark of Canadian Western Bank.
  • Leading an Interesting Life® is a registered trademark of Canadian Western Bank.
  • Notre Priorité, C’est Vous® is a registered trademark of Canadian Western Bank.
  • Obsessed with your success™
  • Peak Performance® is a registered trademark of Canadian Western Bank.
  • ProsperiGuide® is a registered trademark of Canadian Western Bank.
  • Prosperity® is a registered trademark of Canadian Western Bank.
  • Scratch & Earn®
  • Scratch & Earn®
  • Sensible Lending® is a registered trademark of Canadian Western Bank, used under license by Optimum Mortgage.
  • Service You Can Trust® is a registered trademark of Canadian Western Bank, used under license by CWB Trust Services.
  • Strata Solution® is a registered trademark of Canadian Western Bank.
  • Summit Savings Account® is a registered trademark of Canadian Western Bank.
  • T.E. Wealth® is a registered trademark of Canadian Western Bank.
  • The Greater Interest GIC® is a registered trademark of Canadian Western Bank.
  • The Working Bank® is a registered trademark of Canadian Western Bank.
  • Ultimate Choice® is a registered trademark of Canadian Western Bank.
  • Valiant Trust Company™ is a trademark of Canadian Western Bank Company, used under license by Computershare Trust Company of Canada.
  • Votre Communaté. Votre Héritage.® is a registered trademark of Canadian Western Bank.
  • WestEarner® is a registered trademark of Canadian Western Bank.
  • Your Community. Your Legacy.® is a registered trademark of Canadian Western Bank.
  • Your Life. Your Legacy.® is a registered trademark of Canadian Western Bank.

 

Third party trademarks

 

The display of trademarks herein does not imply that a license of any kind has been granted.

  • American Express® is a registered trademark of American Express Inc.
  • Android™ is a trademark of Google Inc.
  • App Store® is a service mark of Apple Inc., registered in the U.S. and other countries.
  • Apple®, the Apple logo, iPhone®, iPod Touch®, and iPad® are trademarks of Apple Inc. registered in the United States and other countries.
  • BlackBerry® is a registered trademark of Blackberry Limited
  • Canadian Securities Course (CSC)®, Conduct & Practices Handbook Course (CPH)®, Professional Financial Planning Course (PFPC)® and Wealth Management Essentials (WME)® are registered trademarks of the Canadian Securities Institute.
  • Canadian Securities Course (CSC)®, Conduct & Practices Handbook Course (CPH)®, Professional Financial Planning Course (PFPC)® and Wealth Management Essentials (WME)® are registered trademarks of the Canadian Securities Institute.
  • Ceridian® is a registered trademark of Ceridian Canada Ltd
  • CFP® and Certified Financial Planner® are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
  • Cirrus® is a registered trademark of Mastercard International Inc.
  • Discover® is a registered trademark of Discover Financial Services.
  • Google and the Google Pay Logo are trademarks of Google LLC.
  • INTERAC® is a registered trademark of Interac Inc.
  • Maestro® is a registered trademark of Mastercard International Inc.
  • Mastercard® is a registered trademark of Mastercard International Inc.
  • MBNA® is a registered trademark of the Toronto Dominion Bank
  • Moneris®, Moneris Solutions®, and the Moneris design are all registered trademarks of Moneris Solutions Corporation.
  • PH&N LifeTime Funds® is a registered trademark of PH&N Investment Services.
  • PH&N LifeTime Funds® is a registered trademark of PH&N Investment Services.
  • Qtrade Investor is a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.
  • Samsung and the Samsung Pay logo are trademarks of Samsung Electronics Co., Ltd.
  • THE EXCHANGE Network® is a registered trademark of FICANEX Canada Inc.
  • Visa* is a registered trademark of Visa International Service Association.
  • WESTERN UNION® is a registered service mark of Western Union Holdings, Inc. and is used with permission.