The combined entity provides us more resources to add new products and services to meet the growing needs of our clients, including comprehensive financial planning and insurance. We will also be better positioned to continue to our high level of client service and to look for opportunities to meet more of client’s needs going forward.
Adroit Investment Management will retain its investment philosophy and methodology. The Portfolio Managers who manage the investments and the client relationship will not change either. The service offering will now exist under the new name of the "Adroit Investment Method" (AIM).
With the amalgamation, our client communications will be refreshed to reflect the new structure - watch for exciting updates to our websites!
Client relationships are the core of our business and we appreciate you entrusting us to help you obtain your financial goals. From the team at CWB Wealth Management, we thank you for making us your wealth management company of choice.