Canadian Western Trust and PIE Portfolio Index Evolution form strategic partnership

VANCOUVER AND TORONTO, Feb. 10 /CNW/ - Canadian Western Trust Company (CWT) and PIE Portfolio Index Evolution Corporation (PIE) today announced an agreement to offer a low cost, high service account to PIE's investors.

"CWT is excited to be working with PIE to provide financial advisors with an opportunity to utilize our self-directed platform," says Darcy Steep, Director of Business Development for the Ontario Region of CWT. "Our self-directed products allow for a full range of investments to be held in a single consolidated account. It's an ideal solution for independent financial advisors who are looking for more efficient ways to manage their clients' investment portfolios."

"PIE's funds offer a tremendous opportunity for Canadian investors to access the exchange-traded fund (ETF) market within a diversified mutual fund structure," says Krystian Urbanski, Vice President of Business Development for PIE. "We are thrilled to partner with Canadian Western Trust to provide this unique offering to our investors."

About Canadian Western Trust

Based in Vancouver, British Columbia, Canadian Western Trust Company (CWT) is a wholly owned subsidiary of Canadian Western Bank (TSX: CWB). 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. Established in 1987, CWT became part of the Canadian Western Bank Group in 1996 and currently administers over $6 billion of assets. Refer to for more information.

About PIE Portfolio Index Evolution

Based in Thornhill, Ontario, PIE Portfolio Index Evolution (PIE) is a Croft Financial Group Inc. managed group of funds, which includes the Income Fund, Canadian Equity Fund, US Equity Fund, International Fund, Emerging Markets Fund and Alternative Strategies Fund. The six PIE funds are constructed from broad-based passive indexes diversified by market capitalization (large-, mid-, and small-cap) and style (growth, value, and blend) across three asset classes and four geographic regions. PIE offers a unique new portfolio management service that uses exchange-traded index funds to create diversified, tax-efficient mutual funds. Using a cross-section of index methods and styles, the PIE portfolios avoid the guesswork, style drift, tracking error, high trading fees, management turnover, and asset weight surprises that tend to affect actively managed fund portfolios. For more information, visit PIE's website at

SOURCE Canadian Western Trust

For further information:

Patricia Lein      
National Sales Manager     
Canadian Western Trust     
Phone: (604) 699-4856     

Krystian Urbanski
Vice President, Business Development
PIE Portfolio Index Evolution
Phone: (416) 900-8664

Profil de l'entreprise

Canadian Western Trust

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