Canadian Western Trust – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 19 Dec 2017 17:10:40 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Canadian Western Trust – Investment Executive https://www.investmentexecutive.com 32 32 Computershare to acquire exempt market business of Canadian Western Trust https://www.investmentexecutive.com/news/industry-news/computershare-to-acquire-exempt-market-business-of-canadian-western-trust/ Wed, 16 Aug 2017 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/computershare-to-acquire-exempt-market-business-of-canadian-western-trust/ The agreement includes 22,500 self-directed accounts with assets under administration of $1.7 billion

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Class action against Canadian Western Trust to proceed https://www.investmentexecutive.com/news/industry-news/class-action-against-canadian-western-trust-to-proceed/ Wed, 13 Nov 2013 17:35:00 +0000 https://www.investmentexecutive.com/uncategorized/class-action-against-canadian-western-trust-to-proceed/ Court rejects motion seeking leave to appeal certification

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CWT, Integris announce pension partnership https://www.investmentexecutive.com/news/industry-news/cwt-integris-announce-pension-partnership/ Wed, 05 Jun 2013 06:30:00 +0000 https://www.investmentexecutive.com/uncategorized/cwt-integris-announce-pension-partnership/ Personal pension plan gives independent advisors another product for HNW clients

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CWT to act as custodian for GP Wealth’s Signature Service Accounts https://www.investmentexecutive.com/news/industry-news/cwt-to-act-as-custodian-for-gp-wealths-signature-service-accounts/ Thu, 25 Apr 2013 14:00:00 +0000 https://www.investmentexecutive.com/uncategorized/cwt-to-act-as-custodian-for-gp-wealths-signature-service-accounts/ Self-directed products allow clients to hold a full range of investments in a single consolidated account

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Canadian Western Trust, PIE Portfolio Index Evolution form strategic partnership https://www.investmentexecutive.com/news/products/canadian-western-trust-pie-portfolio-index-evolution-form-strategic-partnership/ Thu, 10 Feb 2011 17:23:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-western-trust-pie-portfolio-index-evolution-form-strategic-partnership/ Self-directed platform helps independent advisors looking for more efficient ways to manage their clients' investment portfolios

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Canadian Western Trust assets under administration surpass $6 billion https://www.investmentexecutive.com/news/industry-news/canadian-western-trust-assets-under-administration-surpass-6-billion/ Wed, 27 Oct 2010 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-western-trust-assets-under-administration-surpass-6-billion/ Canadian Western Trust Company has gathered more than $6 billion of assets under administration, the Vancouver-based company said Wednesday.This represents approximately 20% growth in the company’s assets under administration over the past 14 months.The subsidiary of Canadian Western Bank (TSX: CWB). offers self-directed registered accounts and investment account services to independent financial advisors, mortgage brokers […]

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Canadian Western Trust’s AUA surpass $5 billion https://www.investmentexecutive.com/news/industry-news/canadian-western-trusts-aua-surpass-5-billion/ Thu, 13 Aug 2009 14:30:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-western-trusts-aua-surpass-5-billion/ Move into Ontario market boosts growth

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Raymond James appoints CWT as trustee https://www.investmentexecutive.com/news/industry-news/raymond-james-appoints-cwt-as-trustee/ Thu, 18 Jun 2009 18:05:00 +0000 https://www.investmentexecutive.com/uncategorized/raymond-james-appoints-cwt-as-trustee/ Canadian Western Trust Company has been appointed as trustee for all self-directed registered and education savings plans administered by investment dealer Raymond James Ltd., the company announced on Thursday.“We are thrilled to add a premier company like Raymond James Ltd. to our list of clients. This appointment supports our vision to be the recognized leader […]

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Canadian Western Trust opens Toronto office https://www.investmentexecutive.com/news/industry-news/canadian-western-trust-opens-toronto-office/ Thu, 23 Apr 2009 14:10:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-western-trust-opens-toronto-office/ Steep and Wood join CWT team

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Canadian Western Trust offers enhanced online access https://www.investmentexecutive.com/news/industry-news/canadian-western-trust-offers-enhanced-online-access/ Wed, 26 Mar 2008 14:40:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-western-trust-offers-enhanced-online-access/ CWT launches online query tool

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