Indigenous Peoples in Canada have faced significant losses that prevented them from establishing intergenerational wealth. Many Indigenous communities have been displaced from their land, affecting their livelihoods and ability to establish int

Family Foundation vs Direct-to-Charity Giving

May 31st, 2021 21m 33s

Providing opportunities to others is a pillar of philanthropy. If you’re fortunate enough to be able to give, it’s important to understand where your donated money is going, and how these funds will be used. Though writing one-off cheques are a

Women & Wealth, The Road to Representation

Apr 28th, 2021 30m 29s

Historically, women have noted worse experiences when it comes to the financial industry than their male counterparts. Financial planning and wealth management are aspects of life that both males and females must deal with, and being financiall

Senior Care is More Than Medical Care

Feb 24th, 2021 25m 32s

Aging is inevitable, but it doesn’t mean that growing older ought to be uncomfortable, lonely or happening away from the comfort of one’s home. Senior care is a matter that touches everyone at some point in life and whether it’s for yourself or

Planning for an Uncertain Future, Part 2

Dec 30th, 2020 21m 58s

In the second part of our episode on planning for an uncertain future, CWB Wealth Management President and CEO, Matt Evans, continues his discussion with our client and President of Krawford Construction, Terry Tanasiuk. Navigating the pandemic

Planning For An Uncertain Future, Part 1

Nov 25th, 2020 18m 31s

Planning for the future is one of the cornerstones of good business practice and success, yet the past year has made it clear that even the best laid plans can go awry.2020 took us through some unchartered territory, with the powerful and damag

Travel Insurance

Sep 30th, 2020 19m 37s

Welcome to fall and snowbird season. Normally our clients would be preparing to fly south during this time, and what may be surprising is that some still are. In this episode we'll discuss the ins and outs of travel insurance highlighting what

No Simple Estate

Aug 26th, 2020 21m 6s

What They Don’t Tell You brings you real conversations that real people have behind closed doors. Because wealth management is more than “just investing”, clients and experts sit down together to talk about these topics that go beyond the numbe