CMB Wealth Management

CMB Wealth Management

We believe that effective wealth strategies are built on a foundation of trust, knowledge and experience. We appreciate the time and hard work that has gone into creating your wealth and we know how important strong, proactive financial leadership is in ensuring that you continue to reach your goals – particularly as your wealth landscape becomes more complex. 

Our fully customized wealth solutions are developed through a comprehensive process rooted in an in-depth understanding of your evolving needs and directed by our years of diversified experience helping high-net-worth families, professionals, active business owners, retirees and institutions grow, protect and transition wealth. 
 
By integrating the various aspects of your financial life into a single, achievable strategy, we aim to simplify your current situation as we take the steps necessary to help you realize your future objectives.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Research and Insights From The Wealth Investment Office

Staying on top of financial markets is important for making investment decisions. Check out our latest commentary and analysis.

Monthly Perspectives: Monthly Perspectives: March 2025 | A Bigger Boat

Relentless suspense. The fear of the unknown. The shark attacks themselves. As the tension increased, so did the stakes. They're on the fishing vessel, and suddenly, this massive great white surfaces, leading Chief Brody to inform the shark hunter with the now famous line: “You’re gonna need a bigger boat.” That’s the idea that inspired this month’s Perspectives. The best way to safely and profitably navigate the ocean while protecting against predators is a well-managed, diversified portfolio.

WIO: Portfolio Strategy Quarterly | Q2 2025

“When you blow at high dough” is a call to avoid acting impulsively when you have a lot at stake. In today’s environment of tariffs, tweets, and contradictions, it’s easy to lose focus. But in times like these, investors must evolve at the speed of thought. Read on.

WIO: Quarterly Market Review: Q1 2025

Market commentary on the latest quarter focusing on Canadian and U.S. fixed income, and Canadian, U.S and international equities.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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Estate planning basics

An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.

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Mark Carney leads Liberals to victory: Now what?

Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.

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Buying a home on your own: Ideas for a challenging market

Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.