CWB McLean & Partners Wealth Management Ltd. (CWB M&P) provides independent research and advice to its clients on a fee-for-service basis. The company is not engaged in any investment banking, underwriting, consulting or financial services activities on behalf of any companies. CWB M&P’s research reports are for the sole purpose of managing client portfolios on a managed and non-managed basis. The opinions expressed herein are those of the author and do not necessarily represent those of CWB M&P. The information contained in this report has been obtained from sources believed to be reliable, however, we cannot represent that it is accurate or complete. This website is not to be considered advice, nor a solicitation, please seek the advice of a registered Portfolio Manager or Investment Advisor to determine what is best for your own personal investment needs. CWB M&P is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
The material and opinions on this website are for informational purposes only and do not constitute a complete description of our investment services or performance. The materials on this website are in no way an offer or solicitation for the purchase or sale of any security or financial instrument. Prior to acting on any information contained in this site you should take into account your own investment profile and if necessary seek professional advice. Information throughout this site, whether stock charts, quotes, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this website or any linked website.
Canadian Western Bank is a reporting issuer and is listed for trading on the Toronto Stock Exchange. Canadian Western Bank is a major shareholder of CWB M&P and is therefore a related issuer. CWB M&P will ensure that any potential ‘Conflict of Interest’ situations will be dealt with in a fair, equitable, transparent manner, and consistent with the best interests of you (the Client). If this is not possible, then the Advisor (Portfolio Manager) will not be engaged in the activity in question. CWB M&P may under certain circumstances deal with or for you in securities or execute transactions where the issuer of the securities or the other party to the transaction is CWB M&P or a party having an ownership or business relationship with us. CWB M&P adheres to a strict policy regarding the management of any potential conflicts resulting from the potential knowledge of material, non-public information regarding our parent company CWB. This policy “Conflicts Management Policy In Relation to Investment Research” is available upon request from the Chief Compliance Officer. Since these transactions may create a conflict between our interest and yours, we are required by securities law to disclose to you certain relevant matters relating to the transactions. CWB M&P maintained a position in Canadian Western Bank prior to them becoming a related or connected issuer – from time to time CWB M&P will buy and sell holdings in Canadian Western Bank in order to prudently manage client accounts.
CWB M&P can only deal with individuals resident in those jurisdictions where we are registered or where an exemption or exclusion from such registration exists.
The most recent version of the Client Relationship Disclosure is available here.
You can reach CWB M&P by email at [email protected] or by calling  234-0005, toll free 1  665-0005.