CWB McLean & Partners Wealth Management Ltd - Calgary
About CWB McLean & Partners Wealth Management Ltd
The vision for CWB McLean & Partners was inspired by Brent McLean’s early years working in large national investment firms in Canada – he knew a better way existed when it came to focusing on our clients’ best interests. On June 23, 1999, Brent McLean and three others embarked on a journey to build Canada’s most respected wealth management company. Two of the founders, Kevin Dehod and Russ MacKay remain active in moving the business forward today.
Based in Calgary, CWB McLean & Partners Wealth Management has put our clients at the heart of everything we do since first opening in 1999. While there has been significant change within our industry and even at our company, our team’s unwavering commitment to put our clients first has remained a constant.
We provide personalized investment strategies for high net worth individuals and families, institutions, small foundations, and not-for-profit organizations. We are subadvisors to the CWB Wealth Management Onyx Mutual Funds and currently have over $2 billion of assets under management and administration. We have a dedicated team of professionals bringing to life our vision of making CWB McLean & Partners your wealth management company of choice.
Contact CWB McLean & Partners Wealth Management Ltd
| Address : | 801 10 Ave SW, Calgary, AB T2R 0B4, Canada |
| Phone : | 📞 + |
| Postal code : | 2 |
| Website : | http://cwbmcleanpartners.com/ |
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| City : | R |
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