With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management.

Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French.

We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.

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CWB Wealth Management

Leon Frazer & Associates' headquarters in Toronto, Canada

CWB Wealth Management

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