VANCOUVER, BC, March 17, 2021 / CNW / – CWB Trust Services (CWBTS) is pleased to announce its appointment as Trustee of all registered plans of Equity Associates Inc.
âCWB Trust Services and Equity Associates Inc. are committed to providing exceptional and responsive customer-focused service and support,â says Bjorn Frohnsdorf, vice president and general manager of CWBTS. “We are delighted to embark on this new partnership with Equity Associates Inc., and look forward to establishing a successful business relationship with them.”
Under the new mandate, CWBTS will act as the registered plan trustee of Equity Associates Inc. on its new nominee platform, providing support with ongoing monitoring, support and tailor-made solutions to meet needs. of the Equity Associates operations team.
Al Spadaro, CWBTS Business Development Director, Bare Trust, also welcomes the announcement. “Having built our reputation on providing proven trustee expertise, our selection as a trustee of Equity Associates Inc. further strengthens our position as a leading provider of registered plan trustee services.”
âBy choosing our partner for our nominated account platform, CWBTS has advised, supported and delivered in all respects. We look forward to continuing to build a lasting relationship, âsaid Bob Goodish, CEO and President of Equity Associates.
About CWB Trust Services CWB Trust Services, a member of the CWB Financial Group, provides personalized trustee and custody solutions for mid-size pension plans, brokerage firms, investment managers, endowments, individual mortgage investors and other placement groups. Learn more at www.cwt.ca.
About CWB Financial Group CWB Financial Group (CWB) is a diverse financial services organization known for a highly proactive customer experience serving businesses and individuals across Canada. The main lines of business of the CWB include full business and personal banking services offered through branches of Canadian Western Bank and Internet banking services provided by Motive Financial. Highly responsive nationwide specialist financing is offered under the CWB Optimum Mortgage, CWB Equipment Financing, CWB National Leasing, CWB Maxium Financial and CWB Franchise Finance banners. Trust services are offered through CWB Trust Services. Comprehensive wealth management services are provided by CWB Wealth Management and its affiliated brands, including TE Wealth, Leon Frazer & Associates, CWB McLean & Partners and Canadian Western Financial. As a public company on the Toronto Stock Exchange (TSX), CWB trades under the symbols “CWB” (Common Shares), “CWB.PR.B” (Preferred Shares Series 5), “CWB.PR.C” (series 7 preferred shares) and âCWB.PR.Dâ (preferred shares series 9). Learn more at www.cwb.com.
About Equity Associates Founded 18 years ago, Equity Associates is one of from Canada the largest independent mutual fund brokers. By combining an advisor-centric doctrine for successful financial advisors, we are able to attract seasoned and successful business owners. Learn more at equityassociates.ca.
SOURCE CWB Trust Services
For further information: Bjorn Frohnsdorf, Vice President and General Manager, CWB Trust Services, [emailÂ protected], 604.699.4858