The agreement includes 22,500 self-directed accounts with assets under administration of $1.7 billion
Court rejects motion seeking leave to appeal certification
Personal pension plan gives independent advisors another product for HNW clients
Self-directed products allow clients to hold a full range of investments in a single consolidated account
Self-directed platform helps independent advisors looking for more efficient ways to manage their clients' investment portfolios
Canadian Western Trust Company has gathered more than $6 billion of assets under administration, the Vancouver-based company said Wednesday.This represents approximately 20% growth in the company’s assets under administration over the past 14 months.The subsidiary of Canadian Western Bank (TSX: CWB). offers self-directed registered accounts and investment account services to independent financial advisors, mortgage brokers […]
Move into Ontario market boosts growth
Canadian Western Trust Company has been appointed as trustee for all self-directed registered and education savings plans administered by investment dealer Raymond James Ltd., the company announced on Thursday.“We are thrilled to add a premier company like Raymond James Ltd. to our list of clients. This appointment supports our vision to be the recognized leader […]
Steep and Wood join CWT team
CWT launches online query tool