CWB Wealth Management
1250 - 10303 Jasper Avenue NW T5J 3N6 Edmonton, AB, Canada

Sometimes the best intended plans don’t always work out as designed. All throughout November, we are participating in Financial Literacy Month by sharing articles written by our experts to help guide your financial decisions. In this article, Robert Bradburn, AVP Wealth Advisory Services, provides insights on how to access the cash value of a whole life policy during retirement in the need of an emergency or for general lifestyle funding. https://bit.ly/3i8s7tc #retirement #retirementplanning #businessowner #retirementplan #FLM2020

The amount of stimulus injected into the global economy has prompted an unexpected shift in the markets, from which emerged an unusual recession. Unlike previous recessions, the considerable uptick in household spending contrasts with the decline of travel, hospitality, entertainment and energy sector. In this Market Commentary, Scott Blair, Head of Research, explores the different sectors affected by COVID-19 and provides insights into how we anticipate each industry will stack up in a post-pandemic world. https://bit.ly/3pjIkAb #covid19 #pandemic #recession #stockmarket

This Remembrance Day, we pause in a silent moment of commemoration to honour all those who have served and continue to serve our country every day. #remembranceday #lestweforget #remember

We are stronger together. Our Vancouver team is moving in with the T.E. Wealth & Leon Frazer & Associates teams to better serve you. All under one roof, we will lean on each other’s strengths to grow and elevate our client experience through the collaborative value of a shared space. Watch the video for a quick tour of the office! #teamwork #strongertogether #move #vancouver

Going into the U.S. election, many market watchers worried about a contested result as the market hates uncertainty. It would have been reasonable to expect a potential selloff in stocks the morning after a to be determined presidential result, yet we woke up to a sizeable rally. How is this possible? Scott Blair, Head of Research, sent our clients an update yesterday we thought we’d share this with you too. https://www.cwbwealth.com/blog/our-election-take

As children are slowly going back to school, we are very excited to be giving back to children and parents in our community by sponsoring for the second year in a row the I Can Pretend! initiative, a program close to our hearts that teaches children with Autism how to play with peers and form meaningful relationships something that they typically struggle with. Through drama classes, the program offered at the Citadel Theatre helps participating children develop social sk...ills and fosters a positive sense of self-awareness and self-esteem. Every week, the highly-skilled instructors create a safe, positive and welcoming space for children who need it most and use best-practice teaching techniques based on supported research. While in-person classes are sold out, you can learn more about the online program here: https://www.citadeltheatre.com/fts/i-can-pretend-program

Travel insurance is essential to keep you protected in case of unexpected injuries or illnesses during your vacations or business trips. But did you know that there are multiple circumstances, such as abuse of alcohol, pregnancy or outstanding medical tests, that could cause your claim to be denied? Kristina Van Ameyde, Regional Account Manager at TuGo, joins Russ Mackay, CWB McLean & Partners co-founder and Client Portfolio Manager, to walk you through the steps to take to... ensure you are safe and covered whether you are travelling across Canada or internationally. Although we do not recommend going against the governments current non-essential travel advisory, this new episode of What They Dont Tell You provides insights to keep you safe if you do decide to travel during COVID-19 or under more normal circumstances. For a sneak peek of the episode, watch the teaser and make sure to sign up to receive the full episode when it launches. https://www.cwbwealth.com/subscribe #travelinsurance #travel #insurance #travelingtips

The Institute of Advanced Financial Planners R.F.P. (IAFP) is hosting its annual symposium from September 30th - October 2nd and we are excited to announce that Gil Lamothe, Vice President & Senior Portfolio Manager at Leon Frazer & Associates, will be speaking at the event. With over 25 years of experience observing and managing Canadian Equity portfolios, Gil will focus his presentation on the Canadian investment landscape and lessons learned through the pandemic. Register here: https://iafpsymposium.ca/?

Every year, Wealth Professional Canada spotlights 24 of the most promising up-and-coming wealth management professionals. We are very proud to announce that two of our team members have made the list. Congratulations Lubaba Rukhsana, Head of Research & Portfolio Manager at T.E. Wealth, and Jen Schmid, Vice President & Financial Consultant at Doherty & Bryant Financial Strategists, for all of your achievements. We are so grateful that our team and clients can count on dedicated and thoughtful team members like you. Read more about the Rising Stars list here: https://www.wealthprofessional.ca//rising-stars-2020/332661

On November 3, our Southern neighbours will head to the polls to elect the next President of the United States. We often get questions around election time, and the rhetoric in this particular election cycle has been off the charts. Is it different this time? Have the Democrats veered into far left territory or do they have a socialist agenda? For our teams complete insights on the U.S. elections, read our new Market Commentary. https://bit.ly/2RvoEKh #marketcommentary #uselections #useconomy #stockmarket

Naming an executor may be one of the most important decisions you will make during your estate planning process. This person will be responsible for a long list of duties: from funeral wishes to determining what assets and liabilities are present in the estate, protecting those assets, locating beneficiaries and more. Don't forget to watch or listen to the podcast version of our new What They Don't Tell You episode for key insights from trust Lawyer Jamie Kidd and Linnea McKercher, VP Portfolio Manager at CWB Wealth Management on how to appoint the right executor. https://bit.ly/3eiLzSG #executor #executorship #willsandestates #estateplanning

There are many advantages to having a holding company: it helps protect assets from liability, facilitates income splitting, allows for tax deferral and more. However, there are also some disadvantages to be aware of and not all incorporated businesses need to have another company to hold their assets. To learn more about the use of holding companies and whether they would be beneficial for your situation, read our new blog post: https://www.cwbwealth.com/blog/do-i-need-a-holding-company #holdingcompanies #businessowners #canadianbusinessowner

Stay ahead of the curve with our insights. From our team of financial experts directly to your inbox, we help you keep up with the latest topics that may affect your portfolio or be of personal interest. Subscribe now: https://www.cwbwealth.com/subscribe

"When you have a committed team with a common goal, everything kind of falls into place. Joe De Giorgio, VP & Portfolio Manager at T.E. Wealth, shares how putting people first isn't just one of our core values: it has been at the heart of his professional relationships for the last 20 years. Scroll through to read his thoughts on how working together as a team and supporting one another is an essential element contributing to our success. #humanapproach #team #teamwork

Is appointing a family member as an executor the right decision for your estate? Do you know which qualities to look for in an executor? What are the risks involved in the right of survivorship? In this new What They Dont Tell You episode, Trust Lawyer Jamie Kidd joins Linnea McKercher, VP & Portfolio Manager, to answer these questions and share their experience to help guide you through the process of selecting an executor. Watch it now (or listen to the podcast version). ...https://www.cwbwealth.com/our-insig/what-they-dont-tell-you #executorship #executor #financialpodcast #wealthmanagement

Better is always possible. Embrace The New isnt just one of our core values, it is what motivates us every day to seek new ideas, improve and adapt to the ever-changing environment. We are committed to continuous learning and growing. As the first half of 2020 has been characterized by disruption and change, we have asked some of our team members to share how they embrace the new. Watch this video for their inspirational insights. #embracechange #embracethenew #financialquotes #wealthmanagement

Being named an executor might initially appear to be an honour, it can also strain relationships and take its toll on emotions and family dynamics. In our next What They Dont You episode, trust Lawyer Jamie Kidd joins VP & Portfolio Manager Linnea McKercher to discuss the complexities of choosing the right executor and administering an estate. Watch the teaser now and subscribe to receive the full episode directly in your inbox when it launches on August 26. https://www.cwbwealth.com/subscribe #executorship #estate #estateplanning

Moving a business transition too swiftly is not in anyones best interest. Not only can it have long-lasting negative impacts on your operations, but leaving your business to a successor who isnt ready to move it forward can also put your retirement at risk. Did you miss our last What They Don't Tell You episode? Watch it now (or listen to the podcast version) to learn about the various steps to establish a robust succession plan that will protect your business after you ex...it and secure a peaceful retirement. https://bit.ly/30QpDKf #financialpodcast #businesssuccession #businesstransition

Q2 has been the first full quarter disrupted by COVID-19, yet the results are encouraging for the most part. In this month's commentary, we discuss the move in precious metals such as gold, a theme that has come to the forefront in 2020. Read the full commentary to learn about our research teams insights on gold. https://bit.ly/2PIL3CV #marketcommentary #gold #wealthmanagement #goldprice #markets

Sometimes, even the best-intended plans dont work out as designed. In this new article, our Wealth Advisory experts provide insights on how to access the cash value of a whole life policy during retirement in the need of an emergency or for general lifestyle funding. Clarifying options such as withdrawing from the whole life policy, policy loans and collateral assignment, this article continues our discussion on how to augment your retirement strategy. Read the article here: https://bit.ly/3i8s7tc

In this new episode of What They Dont Tell You (filmed back in February), business advisor Gregg Becker joins Robert Bradburn, AVP of Wealth Advisory Services, to uncover the obstacles that deter business owners from achieving a successful transition and walk you through building a robust plan that will benefit you and your business in the long-term. Watch the episode now (or listen to the podcast version) and hear insights on planning your succession to make the transition as smooth as possible. https://www.youtube.com/watch?v=f7thUBN81hE&feature=youtu.be

We've been celebrating our recent expansion across Canada throughout the month of July by highlighting our different locations and talented team members working at these offices. Today, we're featuring one last location: Calgary! Watch this video to learn more about two of our Client Portfolio Managers', Matt Dunn and Russ MacKay, favourite places in Calgary!

From her favourite places to go for a walk to her go-to coffee spot, Deborah Poh, Senior Wealth Management Administrator, shares what makes Vancouver special! Watch the video now and join us in celebrating our recent expansion across Canada. We're so happy to be introducing our different locations and the amazing team members working at these offices!

80% of business owners who want to exit their business within the next 5 years dont have a plan to do it. In our next episode (filmed back in February), Robert Bradurn, AVP Wealth Advisory Services, discusses the importance of establishing a robust business succession plan sooner rather than later with business advisor Gregg Becker. Leaving your business to a successor who isnt ready to move it forward can put your retirement at risk. Watch the teaser now and subscribe to receive the full episode in your inbox as soon as it launches next week! https://www.cwbwealth.com/subscribe

Stay ahead of the curve and subscribe to our insights to get first access to our blogs, newsletters, podcasts, event invites and other exclusive content from our experts directly to your inbox. https://bit.ly/2skQcIX

Thank you to the amazing team at CWB Wealth Management! On July 17, we are celebrating a Day of Thanks to express our heartfelt appreciation to our staffs extraordinary dedication to clients and teamwork throughout the COVID-19 pandemic. Our offices are operating on a skeleton capacity today to provide our team members with an additional long weekend. We are still here for you and our staff is working together to ensure we are continuing to respond to your needs and inquiries. We will be back to full staff on Monday, July 20. To learn more: https://bit.ly/2W9MPAz

Don't miss Edmonton Women in Finance's first webinar, today from 12PM to 1:30PM MST! Our VP & Portfolio Manager, Linnea McKercher, alongside other guests, will share her experience navigating the COVID-19 pandemic through a thought-provoking panel discussion. The live online event is free of charge and you can register here: https://bit.ly/2OcaonR

We are celebrating our recent expansion across Canada by highlighting our different locations and talented team members working at these offices. Today, we're featuring Edmonton. Watch this video to learn more about Ann Bawden's, AVP & Portfolio Manager, favourite places in Edmonton!

At the end of March, we wrote that the market would rebound before our lives would be back to normal. What we did not anticipate was that the payoff would be this quick. With markets that rose well over 10% in the second quarter and balanced portfolios of stocks and bonds that have rebounded to a level few would have believed possible a few months ago, our research team provides updates on: 1. The spectacular rise of the technology sector. 2. The anticipated disruptive result...s of the governments intervention in the economy. 3. The big picture items that will undoubtedly drive the second half of 2020. Read our full commentary here: https://www.cwbwealth.com/blog/what-crisis

Our VP and Portfolio Manager, Linnea McKercher, is participating in Edmonton Women in Finance's first webinar: The New Normal: Life in Business Post-COVID-19. Alongside other guests, she will share her experience navigating the COVID-19 pandemic through a thought-provoking panel discussion. The live online event will take place on July 16th from 12PM to 1:30PM MST and is free of charge. To attend, you can register for the webinar here: https://bit.ly/2OcaonR

As you plan for your retirement, our Wealth Advisory team highlights an additional asset class that could benefit some clients by: 1. Reducing your annual tax bill 2. Creating tax-sheltered assets 3. Diversifying your market exposure and broadening asset classes... 4. Generating superior wealth to benefit your estate or philanthropic desires Read our article to learn how you can augment your retirement by making a small change to your asset structure. https://bit.ly/3fd62sC

We are celebrating our recent expansion across Canada by highlighting our new locations and talented team members working at these offices. Today, we're featuring Quebec City! We are very excited to have the T.E. Wealth, Leon Frazer & Associates, and Doherty & Bryant Financial Strategists part of the CWB family. Watch this video to learn more about Anne Rivard's, Financial Planner, and Gilles Vaillancourt's, Vice President & Portfolio Manager, favourite places in Quebec City.

"Rather than thinking whats going to happen when I die? reframe the question to: how do I create a legacy and ensure my loved ones are cared for? In case you missed the second What They Don't Tell You episode, watch it now (or listen to the podcast format) here: https://bit.ly/31qYiPC. Ailsa McGurk, Lawyer at Underwood Gilholme, and Anna Premyslova, Investment Advisor at our subsidiary CWB McLean & Partners, bring to light the estate planning conversations financial experts have behind closed doors.

Happy Canada Day! To celebrate, weve asked some of our team members across the country to share their favourite places in Vancouver, Edmonton, Calgary, Toronto, Montreal and Quebec City. This useful handbook is the perfect little travel guide to consult if youre ever visiting these cities. . #canadaday #canadabusiness #canada Di Beppe Maha's Fine Egyptian Cuisine TIFF Cirque du Soleil Taste of the Danforth Toronto Christmas Market Gare de l'Est Brasserie The Ritz-Carlt...on, Toronto Calgary Stampede Bridgette Bar Café Krieghoff Bistro Petit Hôtel Restaurant Sagamité Fairmont Le Château Frontenac Café Humble Lion Hotel Birks Montreal Les Cavistes Fleury Ouest Formula 1 Grand Prix du Canada Café Olimpico Four Seasons Hôtel Montréal Lock Stock Coffee La Boule JW Marriott Edmonton ICE District RGE RD Three Boars Nineteen XIX Hotel Arts Kensington Peters' Drive-In (The official Peters' page) Toronto Raptors Toronto Blue Jays See more

The last three months have been truly extraordinary: from the COVID-19 pandemic, the historical volatile episode in the market and, more recently, the profound social unrest that has put a spotlight on racial injustice and inequality. We have learned a great deal navigating this environment. In this issue of Grow Together we reflect on: - Why growing together strongly resonates with our CEO, Matt Evans, especially during these times... - The lessons to learn from the 1970's, which rhymes with the current concentrated market - The opportunities granted by the current European under performance - The misconceptions and requirements to prepare for unexpected disability (which entails being able to afford a 5-year leave of absence) Read the full issue here: https://bit.ly/38dLLAt

In the second episode of What They Dont Tell You, Ailsa McGurk, Lawyer at Underwood Gilholme, and Anna Premyslova, Investment Advisor at our subsidiary CWB McLean & Partners, share a different perspective on how you can engage in estate planning conversations and offer tangible steps on how to prepare whether you are reviewing your current estate plan or looking to create one altogether. Watch the full video now (or listen to it on most podcasts platforms such as Apple Podcasts, Spotify, Google Podcasts, and Pocket Casts): https://youtu.be/6ItMszv-sC8

With the recent acquisition of T.E. Wealth, Leon Frazer & Associates, and Doherty & Bryant Financial Strategists, our geographic footprint has expanded across Canada. To celebrate, we want to highlight our new locations and the talented team members working at these offices, starting with Toronto. Watch the video below to learn more about Lubaba Rukhasanas, Head of Research and Portfolio Manager, and Ralph Muths, VP & Associate Portfolio Manager, favourite places in the city and some misconceptions about Toronto theyd like to debunk.

We are thrilled to announce that the second episode of What They Dont Tell You will be released on June 24. After launching the first episode in February, which you can watch here (https://bit.ly/3eiLzSG), we decided to pause and focus on responding to our clients needs. We are excited to come back with a topic that has never been more relevant: estate planning. While this is an uncomfortable topic that may cause you to shift in your seat, the pandemic has highlighted the importance of planning for the unexpected. In this episode, lawyer Ailsa McGurk joins CWB McLean & Partners Anna Premyslova to share advice and strategies to facilitate your estate planning. To receive the next episode directly in your inbox, make sure to subscribe here: https://bit.ly/2skQcIX

With CWB's recent acquisition of T.E. Wealth and Leon Frazer & Associates, our service offerings have expanded bringing new compelling and diversified dimensions to our capabilities. To celebrate National Indigenous Peoples Day, we are excited to introduce you to T.E. Wealth's Indigenous Wealth Management arm. Kain Big Canoe, Senior Manager of Indigenous Services, shares the various Indigenous Wealth Management services and how they benefit the communities today and in the future. To learn more about our Indigenous Wealth Management arm, visit: https://bit.ly/2YP9EtU

Wishing all dads out there a very Happy Fathers Day. May this day be filled with love, joy and memorable moments with your children. A special congratulations to our President and CEO, Matt Evans, who became a father a week ago! Happy Fathers Day, Matt - wishing you all the best with this new journey. Take a look at these heartfelt messages from our team about being a new dad.

The end of a long bull market may have you concerned whether your financial goals will still be met. Focusing on your long-term financial strategy, weve highlighted some benefits of the current market correction that we encourage you take advantage of: 1. Lower Prescribed Rate 2. Superficial Losses 3. Small Business Deductions... 4. Purifying the Business 5. Estate Freezes To learn more about these 5 strategies, read our latest blog post: https://www.cwbwealth.com/blog/capitalizing-on-market-losses

As we watch historical events in the fight for racial justice, we acknowledge our responsibility to listen, learn and take meaningful action to make our organization, and our communities, more inclusive. Read more about our values, and what were doing to proactively make change: https://www.cwb.com//canadian-western-bank-enacts-and-expa