Client Care

Partnering with a wealth management firm is an important decision.

Our purposeful approach engages our clients in four stages of strategy development:

(1) We dive deep into our clients’ goals and objectives while evaluating their individual situations. (2) Our Client Portfolio Managers develop customized proposals with recommendations that are unique to clients' needs and desires. Our proposal process may entail development of a full financial plan. (3) We ensure that the proposed strategy is truly and fully aligned with what the client wants and envisions. We may go back and forth between stage two and three to develop the most optimal strategy. (4) Coming full circle, we readjust the strategy as the client progresses through different stages of life, providing support in all other areas of life.


Client Service Commitment Model


Relationship & Commitment

  • A dedicated Client Portfolio Manager and team of Client Service Associates with a limited amount of clients to provide you a focused service
  • Regular portfolio reviews and performance reports
  • Access to properly screened experts in tax, estate, insurance, and business-related fields
  • Effective management of non-core holdings
  • Insight from third party research
  • Access to financial planning expertise within CWB Wealth Management

Client Service

  • Guaranteed human voice during business hours
  • Comprehensive tax reporting, updates, and reminders
  • Complementary communications and meetings with your accountants and lawyers
  • Financial planning and retirement projections
  • Complementary downtown parking

Communication & Transparency

  • Outlook Commentary events with Research Team
  • Access to one-on-one conversations with members of the Research Team
  • Exclusive invitations to our special events
  • Access to our content and publications
  • Comprehensive weekly & monthly pool reporting
  • Access to your portfolio reports online