Individual Retirement & Investment Services ("IRIS")

CWT has offered innovative products and service excellence to clients for more than 25 years. Our IRIS business unit is focused on providing a full range of trustee, custody and record-keeping services for independent financial advisors, mortgage brokers, individuals and group RRSP plans. Our services can encompass both registered and non-registered accounts, as well as discount brokerage and investment lending services.

We achieve high levels of client satisfaction by building trusted business relationships and working with clients to offer a flexible, solutions-oriented approach. Our team is driven by a clear vision to support business growth while always maintaining meticulous attention to detail and demonstrated expertise within our niche areas.