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Tailored Asset Servicing

Customized for mid-sized pension plans and asset pools

Over three decades of custody experience

Nationally servicing more than 1,300 client appointments, administering over $14 billion in corporate assets, and backed by Canadian Western Bank (a Schedule 1 Bank and the 7th largest financial institution in Canada), CWB Trust Services is a proven provider of trust and custody solutions. Our Service You Can Trust® philosophy is centered on providing clients a rapid response, strong attention to detail and a flexible, solution-orientated approach.

Canada's mid-market custody and asset servicing experts

CWB Trust Services is the only custodian and trustee in Canada dedicated to providing specialized asset servicing and safekeeping for small and mid-sized businesses, plans and unions. With our niche market of servicing plans and pooled assets that vary in size from the largest mid-market pools to smaller plans that require one-on-one service, CWB Trust Services is able to provide customized solutions and personalized service unavailable at larger institutions.

Who we service

CWB Trust Services offers a full range of custody services suitable for a wide range of clients, including:

  • Small to mid-sized pension funds
  • Pension consultant firms
  • Group plan record-keeping firms
  • Investment managers
  • Broker dealers
  • Businesses requiring benefit payment services
  • High-net-worth individuals
  • Foundations and endowments
Services we provide

CWB Trust Services offers a full range of custody services suitable for a wide range of plans, including:

  • Acting as custodian of the plan assets
  • Safekeeping assets
  • Accepting contributions
  • Processing payments, as directed
  • Settling all purchases, sales and/or redemptions of securities
  • Processing dividends, interest payments, etc.
  • Providing secure online access to view account holdings and transaction history, 7 days a week, 24 hours a day
  • Significant assistance with plan transition