VANCOUVER and TORONTO, June 10 /CNW/ - Canadian Western Trust Company (CWT) and HighView Financial Group (HighView) today announced that CWT will now offer web access to HighView's independent mutual fund research and guided fund portfolio solutions via CWT's online query tool, CWeb.
"We are very pleased to announce this new business relationship with HighView, who we believe are some of the most trusted and respected wealth stewards in the industry," said Rick Wood, Director of Business Development, Corporate and Group Services for CWT. "The timing of this new partnership also aligns with the one-year anniversary of CWT's new office in Toronto."
"HighView is thrilled to be working in partnership with CWT," said Mark Barnicutt, President and CEO of HighView. "By combining CWT's 'best in class' custodial platform with our mutual fund and fee-based portfolio, our investment solutions will have a unique advantage in the marketplace. It will also enable advisors on the CWT platform to further distinguish themselves."
CWT has been offering retirement, trustee and custodial solutions to financial advisors, corporations and individuals for more than 20 years, and currently administers over $5.8 billion of assets. CWT's reputation for demonstrating flexibility and responsiveness are points of pride within the business.
Based in Oakville, Ontario, HighView is a provider of independent investment fund research and investment support tools for Advisors in Canada. Every HighView partner has over 20 years of experience in managing their clients' wealth. Collectively, they have been responsible for the management and stewardship of more than $100 billion of client assets in senior wealth management leadership roles at leading financial organizations.
About Canadian Western Trust
Based in Vancouver, British Columbia, Canadian Western Trust Company (CWT) is a wholly owned subsidiary of Canadian Western Bank. CWT offers self-directed registered accounts and investment account services to independent financial advisors, mortgage brokers and individuals. CWT also provides corporate and group services to corporations that offer employee retirement and pension plans. For more information refer to www.cwt.ca.
HighView Financial Group is an experienced investment counselling firm. Acting as an outsourced Chief Investment Officer, they design, implement and help manage tailored investment portfolios for our Advisors, Families and Institutions. One of the core investment services provided to Advisors, under the leadership of Dan Hallett (HighView's VP and Director of Asset Management), is the preparation of independent mutual fund research and guided fund portfolio solutions for advisors looking to adopt a structured and researched approach to the investment solutions they offer their clients. For more information, visit HighView's website at www.highviewfin.com.
SOURCE Canadian Western Trust
For further information: For further information: Patricia Lein, National Sales Manager, Canadian Western Trust, Phone: (604) 699-4856, Email: email@example.com; Mark Barnicutt, President & CEO, HighView Financial Group, Phone: (905) 363-7153, Email: firstname.lastname@example.org