Canadian Western Bank has officially joined forces with National Bank. If you are a CWB client, please consult our migration hub for the latest updates.
Wealth Management
Our multi-disciplinary team is here for you
Personalized services for individuals
Direct brokerage
Take control of your investments with easy‑to‑use, innovative brokerage tools for DIY investors.
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Long-term investment advice
Benefit from the expertise of a wealth advisor who will help you achieve your life goals for decades to come.
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Financial
Wealth Management
Private banking services
We offer comprehensive, customized solutions and advice to manage your personal fortune.
Investment solutions
Choose savings and investment solutions to suit your investor profile.
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Trust solutions
Our experts provide specialized trust services including estate settlement and trust administration.
Solutions for advisors and partner companies
Investment products
Our open architecture investment platform provides your clients with
access to some of the world's top portfolio managers.
Discover National Bank Investments Inc.
Administrative and trade execution services
Back-office management has never been easier with our brokerage solutions for fund managers, portfolio managers and independent brokers.
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Transaction and credit products
Find the banking and credit solutions your clients need with this dedicated service for advisors.
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Banking
Services
Institutional services
Get access to a team of experts who will help you manage the assets of your foundation, endowment fund, religious community, or pension fund.
Resources to help you make informed wealth management decisions
Thought Leadership
Get in-depth insight from passionate leaders and experts who keep their eyes and ears open to identify trends across various areas, including business transfers, responsible investing, and estate planning.
Economic Impact
Each month, our Chief Economist Stéfane Marion dives into the latest financial news to inform your business decisions. Learn about interest rate changes, the job market, stock market, geopolitical climate, and more.
Economic analysis
Financial news can have a direct impact on your wealth. That’s why we provide studies on the GDP, stock market, economy, real estate, retail sales, and more.