CWB Wealth Management

Focusing on your priorities

CWB Wealth Management

Welcome to CWB Trust Services' dedicated CWB Wealth Management Support Page. As a valuable strategic partner we’re committed to providing you the personalized and dedicated service that defines our approach. Below are forms and support documents customized for CWB Wealth Management and your clients. If you require any additional support, we’re here to help!

Forms

Checklist

Note: Please provide a copy of the client ID when submitting documentation.

RSP/RIF accounts
Tax-Free Savings Account
Taxable accounts: individual, joint or in trust for

Quick Links*:

*Please note, CWB Trust Services is not responsible for ensuring the accuracy of any of the forms listed above.

Taxable accounts: entities

Quick Links*:

*Please note, CWB Trust Services is not responsible for ensuring the accuracy of any of the forms listed above.

Miscellaneous