By definition, a trust company is an organization that acts as a fiduciary, or simply put, an organization that holds investments on behalf of individuals or corporations. While this includes administrative responsibilities—such as registering & filing taxes, processing & settling trades and overall safekeeping of accounts—a trust company like Canadian Western Trust (“CWT”) delivers much more than that!
Much of CWT’s success as a trust company can be attributed to the ‘behind-the-scenes’ administrative work, but it is also our star power of products, partnerships and people that really give independent financial advisors the edge they need to grow their business.
Products
An RRSP is the staple of most financial planning businesses, but as an entrepreneur, you never know where your clients can take you. Business owners might ask for employee incentive plans or clients might inquire about a flat fee for your service. The industry is always evolving and business is constantly in flux.
As a trust company, CWT keeps you informed and brings you the most innovative products to serve your clients and capitalize on new business.
- Fee for Service
- Group RRSPs
- Employee Share Purchase Plans
- Individual Pension Plans
- Registered Pension Plans
Partnerships
CWT is a trust company—that’s our only line of business and that’s why we are good at what we do. For other services, we rely on the expertise of leading companies in order to bring the best of both worlds for our clients.
As a trust company, CWT has made some key partnerships to give our independent financial advisors access to the best tools in the industry—and we are continually looking for ways to expand the toolbox!
- RRSP & Investment Loans
- GICs
- Discount Brokerage
- Retail Banking
- Commercial Lending
- Actuarial Services
- Mutual Fund Research
People
CWT is only as good as our staff. When it comes down to it, they decide to go above and beyond, they decide to put in the extra effort, and they decide to notice the little details.
As a trust company, CWT has some of the most knowledgeable and experienced professionals in the industry who are all committed to being thoughtful, responsive, creative and forward-thinking in our approach to doing business.
- Standard Service Guidelines—you expect consistent results and we hold ourselves accountable.
- Client Service Team—friendly, personalized service for you and your team.
- A dedicated Business Development Officer in your region—looking out for your business needs.
So CWT is a trust company, but what sets us apart from the other trust company? Well…all the above and service you can trust!®
Contact us to learn more about the trust business and what makes Canadian Western Trust a trust company of choice for a growing number of advisors.
Phone: 1.888.877.7748
Email: cwt.marketing@cwt.ca
Website: www.cwt.ca
