Because you want to grow more than your portfolio

When you want answers, you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

OUR DIFFERENCE

Our People are all fully licensed and engaged in our families affairs from a service and admin perspective. CWP is a team of professionals with great credentials, qualities, skills, and intentions.

Our Processes have been developed and refined over many years. They engage all elements, every piece of the puzzle to provide our families with the full picture.

Our Practice is set up to cater to the needs of each unique family. We know that a one size fits all approach won't work and we don't want it to.

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OUR TEAM

25+ Years of Experience

Tara-Lynn Byron

CEA

Financial Advisor

Pat Flemming

Associate Portfolio Manager

Our Team
HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

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What our clients say
about us





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The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

0x
No Advice
1.5x
4-6 Years of Advice
1.99x
7-14 Years of Advice
2.73x
15+ Years of Advice

The Human Dimension of Financial Advice

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Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

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