Saket Mundra

CWB Wealth

With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada. We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.