VANCOUVER, BC, March 17, 2021 /CNW/ - CWB Trust Services (CWBTS)
is delighted to announce its appointment as the trustee for all
Equity Associates Inc. registered plans.
"Both CWB Trust Services and Equity Associates Inc. are
committed to providing exceptional and responsive client-centred
service and support," states Bjorn
Frohnsdorf, CWBTS' Vice President and General Manager. "We
are excited to embark on this new partnership with Equity
Associates Inc., and look forward to building a successful business
relationship with them."
As part of the new mandate, CWBTS will act as trustee for Equity
Associates Inc.'s registered plans on their new nominee platform,
providing support with ongoing oversight, support and tailored
solutions to meet the needs of the Equity Associates Operations
Team.
Al Spadaro, CWBTS' Director of
Business Development, Bare Trust, also welcomes the announcement.
"Having built our reputation on delivering proven trustee
expertise, our selection as trustee for Equity Associates Inc.
further solidifies our position as a leading provider in registered
plan trustee services."
"In choosing our partner for our nominee account platform, CWBTS
has advised, supported and delivered in every respect. We look
forward to continue to build a long-lasting relationship," states
Bob Goodish, CEO and Chairman of Equity Associates.
About CWB Trust Services CWB Trust Services, a
member of the CWB Financial Group, provides personalized trustee
and custodial solutions for mid-sized pension plans, brokerage
firms, investment managers, endowments, individual mortgage
investors and other investment pools. Learn more at www.cwt.ca.
About CWB Financial Group CWB Financial Group (CWB) is a
diversified financial services organization known for a highly
proactive client experience serving businesses and individuals
across Canada. CWB's key business
lines include full-service business and personal banking offered
through branch locations of Canadian Western Bank and Internet
banking services provided by Motive Financial. Highly responsive
nation-wide specialized financing is delivered under the banners of
CWB Optimum Mortgage, CWB Equipment Financing, CWB National
Leasing, CWB Maxium Financial and CWB Franchise Finance. Trust
services are offered through CWB Trust Services. Comprehensive
wealth management services are provided through CWB Wealth
Management and its affiliate brands, including T.E. 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" (Series 5 preferred
shares), "CWB.PR.C" (Series 7 preferred shares) and "CWB.PR.D"
(Series 9 preferred shares). Learn more at www.cwb.com.
About Equity Associates Established 18 years ago,
Equity Associates is one of Canada's largest independently owned mutual
fund dealerships. By combining an Advisor-centric doctrine catered
to successful financial Advisors, we are able to attract seasoned,
successful business owners. Learn more at equityassociates.ca.
SOURCE CWB Trust Services