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CWB McLean Wealth Management

About CWB McLean Wealth Management

CWB Wealth Partners is a boutique investment management firm that is part of CWB Wealth, the wealth management division of CWB Financial Group. Founded in 1999 by Brent McLean and three co-founders, the firm focuses on client-centric wealth management and currently manages over $2.2 billion in assets.

Min project size

50,000+

Hourly rate

50 / hr

Employees

32

Locations

Canada

Year founded

Founded 1999

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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