CALGARY, Feb. 14, 2019 /CNW/ - McLean & Partners Wealth Management, a subsidiary of CWB Financial Group (CWB), today announced a name and logo change to align its identity with the organization's other brands. Effective today, McLean & Partners Wealth Management Ltd. is now CWB McLean & Partners Wealth Management Ltd. (CWB McLean & Partners). It will continue to operate under its new name as a subsidiary of CWB Wealth Management and its ownership structure remains the same.
"At CWB McLean & Partners, we are excited to continue to demonstrate our long-standing commitment to continuous growth, while focusing on the magic of real human relationships in an increasingly digital world," said Kevin Dehod, President and CEO of CWB McLean & Partners. "Joining the CWB team in 2013 has allowed us to broaden our resources and strengthen our client offering. We have grown together with a shared culture, and our complementary core values have ensured our partnership has continued to strengthen."
"We are very proud of this opportunity to reinforce the affiliation between CWB Wealth Management and CWB McLean & Partners," added David Schaffner, President and CEO of CWB Wealth Management. "Both companies recognize the importance of a deeply personal approach to advising our clients. This shared principle underpins CWB's reputation for taking the time to understand the full scope of our clients' aspirations, and providing a comprehensive range of solutions to guide them to successful financial outcomes."
About CWB Financial Group CWB Financial Group (TSX: CWB) is a financial services provider for business owners and individuals who want expert advice and specialized financial services for their business banking, personal banking, equipment leasing, trust and wealth management needs. Our relationship-based approach means we know our clients and their industries, and ask the right questions to provide the right financial solutions. Through our network of branches, offices and our mobile relationship teams in more than 50 communities across Canada, we're helping our clients grow their businesses, manage their money and realize their financial potential. Get to know us at www.cwb.com.
About CWB McLean & Partners Founded in 1999 as a wealth management firm that focuses on client success, the company has continued to grow in both team members and assets. An entrepreneurial approach and boutique style of management have enabled CWB McLean & Partners to serve their clients as individuals and not as "just another number on a spreadsheet".
CWB McLean & Partners operates as a subsidiary of CWB Wealth Management. Based in Calgary, Alberta, CWB McLean & Partners has a team of 26 and manages $1.3 billion of assets. Their in-house research team manages a suite of investment strategies and are also subadvisors to the CWB Onyx Mutual Funds. CWB McLean & Partners provides wealth management services for high-net-worth individuals and families, foundations, and institutions.