Individual Retirement & Investment Services ("IRIS")

For almost 20 years CWT has been focused on delivering service excellence and product imagination to Independent Financial Advisors, Mortgage Brokers, Individuals and Investment Counsel & Portfolio Managers.

We have achieved this by listening to our customers, building bridges with best of breed partners and deploying our Think Western^® culture throughout our organization.

Our Individual Retirement & Investment Services offer you, the trusted advisor or consumer, a full spectrum of financial services that include registered and non-registered accounts, which allow all eligible investments within the Income Tax Act (Canada), discount brokerage and investment lending services.