To our esteemed T.E. Wealth clients & partners, we want to thank you for your years of trust and dedication. This step forward towards the future will combine our legacy with an expanded service range, under our new brand CWB Wealth.
We are bringing together the heritage and legacies of CWB Wealth Management, T.E. Wealth, Doherty & Bryant Financial Strategists, and Leon Frazer & Associates under the unified brand CWB Wealth. Our Calgary-based IIROC boutique, CWB McLean & Partners, will maintain a distinct identity under the new CWB Wealth brand as CWB Wealth Partners.
Each of these brands has its own proud history. Alongside CWB, they share a common heritage of excellence in client service, and we are committed to preserving and building on the legacies of our founders as we move forward together under a shared identity.
Our founders pushed the boundaries of what was possible. We, too, believe in pushing beyond the boundaries to achieve our common purpose - helping our client families live their best lives.
As a symbol of this commitment, we reached out to the founders and builders of our legacy private wealth firms, including our own Tim Egan, and asked them to share their founding visions. The short film we created from this experience is a tribute to our founders. It documents the spirit of purposeful entrepreneurship which continues to stand at the heart of our firm, and will continue to guide us in all that we do.
For more information, visit https://bit.ly/3FdTtx3
It's the most wonderful time...
“To traditions olde and new
We cherish days past
And yet to come with you.”
Season’s greetings from the T.E. Wealth family. Wishing you and your loved ones comfort, hope and joy for the holidays and always.
Warm Wishes from T.E. Wealth Indigenous Services
Season’s greeting from the T.E. Indigenous Services family, to yours. We wish you and your family warmth, togetherness, and cherished memories this upcoming year.
Painting by Dominique Normand, “Northern Sky.” Learn more about the artist: dominiquenormand.ca
Teaser - Indigenous Communities: Investing for An Equitable Future
"These funds have the potential to make great strides in closing the wealth gap if managed effectively. That’s something we’re really proud to be a part of.” Kain Big Canoe, Senior Manager, Indigenous Services
In this episode of What They Don’t Tell You, Jack Jamieson, Lisa Caswell, and Kain Big Canoe of our Indigenous Services team discuss the settlements Indigenous communities receive, how each community has unique considerations for managing the money, and the importance of Indigenous Peoples in Canada.
Watch the teaser and sign up to receive the full episode in your inbox as soon as it launches: https://bit.ly/3eiLzSG
Black History Month - Christina Robertson
Black History Month is a time to educate ourselves and to listen and learn from the experiences and stories of Black people. Together with CWB Wealth Management, we’re sharing some members of the CWB Network of Black Employees and Allies (NOBLE) stories on what this month represents for them. We invite you to read Christina Robertson’s testimonial and we hope it will prompt a reflection on how we can collectively be actors of change working towards a more inclusive community.
#blackhistorymonth #blackhistorymonth2021 #blackhistorymonthcanada #blacklivesmatters
Black History Month
Black History Month is a time to celebrate the progress we’ve made towards racial equality, by honouring the legacies of Black Canadians who have helped shape our country’s diverse heritage and identity. It also serves as a reminder of the work yet to be done, to create a more inclusive landscape for the current and future generations.
CWB Financial Group recognizes the importance of a proactive approach to creating more equitable spaces in our communities and workplaces. For this reason, we have introduced the CWB Network of Black Employees (NOBLE). This is a safe space for Black employees and allies to come together, and help ensure that the interests and perspectives of this group are represented in our culture and policies.
In the spirit of celebration, reflection and education, we’ve compiled some noteworthy moments in Black Canadian history and invite you to learn more about it here. https://bit.ly/2tYKTA8
#blackhistorymonth #blackhistory #canadianblackhistory #blacklivesmatter