CWB Wealth Management Team
Contact top employees from
CWB Wealth
Summary
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...Show more
Industries
Financial Services
Headquarters Location
Employees Size
200-500 employees
Specialties
Wealth management, Investment and portfolio management, Financial planning, Business succession planning, Estate planning, Retirement planning, Tax planning, Mutual funds, Risk management, insurance
Subsidiaries and Affiliated Companies
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at CWB Wealth shows a diverse range of experience levels:
3% have been with the company for less than 1 year13% for 1–2 years16% for 3–4 years16% for 5–7 years9% for 8–10 years44% have over 11 years of service at CWB WealthEx-employees positions
In Company
In New Company
Contact top employees from
CWB Wealth
Lucy Conte
Content Manager
Tammy Newsted
Operations Manager
Paul Robinson
Manager, Operations Client Service Administration
Richard Claude Pearson
Client Portfolio Manager
Pamela Tophen
Team Lead, Administration
Anne Wildfong
Private Wealth Advisor, Portfolio Manager
Orest Fialka
Portfolio Manager
Hilmar Lemke
Assistant Vice President, Wealth Advisory and Distribution Services
Roba Elakawy
Portfolio Manager
Karen Nguyen
Assistant Vice President Marketing
Steven Belchetz
Market Lead and Portfolio Manager
Stephanie Mann
AVP, Private Wealth Specialist
Scott Mckenzie
Senior Private Wealth Advisor and Portfolio Manager
Jane Cheong
Private Wealth Advisor, Financial Planner
Tamara Portz
Private Wealth Associate, Financial Planner
Joelle Ritter
Vice President, Client Solutions
Susan Dumoulin
Private Wealth Advisor, Financial Planner & Associate Portfolio Manager
Saket Mundra
Co-Head & Senior Portfolio Manager - US Equities
Brent Soucie
Private Wealth Advisor, Associate Portfolio Manager
Pascal Thompson
Private Wealth Advisor, Portfolio Manager
Natasha Jahrig
Wealth Advisor
Connie Cooper
AVP Executive Financial Counselling and Education Services
Ric Palombi
Senior Portfolio Manager
Patrizio Fortino
Retired
Linnea McKercher
Portfolio Manager
Scott Blair
Chief Investment Officer
Megan Saxton
Corporate Communications Specialist
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FAQ
CWB Wealth operates in the Financial Services industries. More details can be found on the official website: cwbwealth.com.
The headquarters of CWB Wealth are located in Edmonton, Canada.
CWB Wealth currently employs 200-500 people.
