Our response to COVID-19

March 13, 2020

Our role as wealth advisors is to provide our clients with peace of mind. In keeping with this commitment, it is our responsibility to be clear about the steps we are taking to ensure the safety of our clients and the CWB teams who support them amidst the global spread of COVID-19. 

We are actively taking precautions aligned with the guidance of the Public Health Agency of Canada and our provincial health authorities. These measures include:

  • Frequent workplace communications about best practices for curbing the spread of germs accompanied by the addition of sanitizing materials in all gathering spaces.
  • Restricted non-essential business travel, both domestic and abroad, including cancellation of any client or employee events and large meetings.
  • Social distancing measures, starting with the use of virtual communications in place of face-to-face meetings amongst our teams.
  • A mandatory, paid work-from-home plan for employees who have flu-like symptoms (fever, cough or difficulty breathing), have recently travelled internationally, live with or are in close contact with an individual that has recently travelled, or may have been otherwise exposed to COVID-19.

Today, our office remains open for business. We have tested and mobilized our business continuity plan to ensure essential services remain available as the situation develops. Our teams are set up for remote access and will be available via email and phone throughout this situation. Real-time updates will always be posted to our website via news or alerts, and to our LinkedIn  and Twitter channels.

If you’re concerned about being in a public space and coming to our office, remember that you can also access your accounts on PurePortal. If you’re not set up online, please contact your dedicated Client Service Associate.

We also encourage you to reach out to your Client Portfolio Manager if you’d like to talk about your investments or to get a better understanding of the current market volatility.

Thank you for your continued trust in us. We are committed to proceed with an abundance of caution, and you can be confident that we are ready to support you as the COVID-19 situation unfolds.