Why use a corporate trustee?
- Comprehensive Reporting
- Potential Costs for Individual Trustees
- Knowledge of Regulations
- Liability for Individual Trustees
- Keeping up with Changes in Regulations
- Access to institutional pooled funds
Why use CWT?
- Excellent record for superior client service
- Comprehensive reporting
- Competitive fee schedules
- Client friendly documents
- High interest in your business
Where Can CWT do business?
CWT is federally chartered & therefore licensed to do business in all provinces in Canada.
What kind of period reporting can CWT provide?
CWT produces very comprehensive reporting, appropriate to the type of account, Registered Pension Plans, Retirement Compensation Arrangement, etc., which clearly displays all the information required by a plan sponsor, his investment advisor and consultant/actuary. As well CWT provides secure online access for plans sponsors and their advisors.
Can CWT handle pensioner payments?
CWT handles promptly, all payments to beneficiaries, lump sum payments as well as monthly pension payments by cheque or electronic funds transfer, at the option of the pension, as well as all necessary tax reporting.
Does CWT provide investment management services?
CWT does not compete with the pension investment management providers. Instead, CWT has the ability to work with a wide range of top investment managers.