Our vision at CWB McLean & Partners is to be your wealth management company of choice. Since being founded in 1999, our approach to serving our clients beyond being just “numbers on a spreadsheet” remains unchanged. As our firm continues to grow in team members and AUM, our entrepreneurial mindset and small-boutique approach will always remain within our corporate DNA.

Based in Calgary, Alberta, CWB McLean & Partners serves high-net-worth individuals and families, foundations and institutions. We offer a suite of investment strategies managed by our independent, in-house research team. While our research team focuses solely on deep, fundamental research, our client portfolio managers focus purely on building relationships, providing more personalized client care, financial planning, and asset allocation.

CWB McLean & Partners manages $1.3 billion and has a team of 25 professionals. With the vision of building a premier wealth management arm, CWB Financial Group launched CWB Wealth Management in February, 2016. As a proud boutique subsidiary of CWB Wealth Management, we draw on each other’s breadth of experience, knowledge and support to deliver the best solutions for our clients. Our synergy with CWB Wealth Management has also provided our team strength in operations so we can continue focusing solely on our clients and how we can continue making their lives better. In addition, we are also subadvisors of the CWB WM Onyx Mutual Funds.

We invite you to get to know us better.