CWB Wealth Management
Focusing on your priorities
Welcome to Canadian Western Trust’s 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!
Note: Please provide a copy of the client ID when submitting documentation.
Tax-Free Savings Account
Taxable accounts: individual, joint or in trust for
Taxable accounts: entities
- Standard Pre-authorized Debit Form (PDF, 0.7MB)
- Non Financial Update (PDF, 0.7MB)
- Beneficiary Designation (PDF, 1.5MB)
- Payment Option Request - RIF (PDF, 1.6MB)
- Withdrawal Request (PDF, 1.5MB)
- Payment Option Request - Investment Account and TFSA (PDF, 2.0MB)
- Mutual Fund PAC - Systematic Investment Plan Agreement (PDF, 1.5MB)
- Fee Schedule (PDF, 0.3MB)
- Transfer Authorization (PDF, 1.9MB)