Recommending a custodian to a mid-market client? Consider this.
Is your client's custody solution optimized for your client's size and profile?
Many institutions offer a one-size-fits-all approach to providing pension and asset custody. At CWB Trust Services, our niche expertise is servicing small and medium-sized pension plans and asset pools. Our entire organization is structured to efficiently service plans of this size. For us, it’s a niche we’re proud of, and a niche we’re known for servicing efficiently. For you, it means recommending a custodian that’s optimized to meet your client’s needs.
Can your client's custodian offer competitive fees while delivering uniquely personalized service?
With CWB Trust Services, our efficient size and dedicated focus on our niche segments allow us to offer competitive fees and efficiency-driven pricing. By fostering personal relationships with each of our client stakeholders and understanding their unique needs, we provide service at cost that matches their size. What’s more, when your client has a question or an issue, an individual they’re familiar with by name who personally knows the details of their specific plan is directly available to help.
Is custody their custodian's core focus?
At CWB Trust Services, providing trustee and custodian services is all we do. Our management and service staff alike are some of the most knowledgeable pension custody administrators in Canada. Plus, with nearly 30 years of experience administering over $13 billion in assets, we truly provide service you can trust.