CWB Trust Services

The best part of tax season? Getting a refund. If you’re among the tax-efficient ones, you might be thinking about the best way to leverage your refund this year. The options are endless – pay down debt, invest and save, or spend it. As with any financial decisions, you should consider your unique situation. Start with these questions: 🔸 What stage of life are you in? 🔸 What are your goals? What’s the timeline for each goal? 🔸 How much debt do you have? Use this article to put your answers into context and learn what to consider when deciding how to leverage your tax refund: https://lnkd.in/gymJraNJ

Today we celebrate the coming together of two incredible teams at CWB and NBC 🎉 Every team member – from banking centers to corporate offices – knows that the success of our clients is our success. Business owners, families, and individuals have unique financial needs, and it takes flexibility, expertise, and the belief that great experiences matter to meet them. Our employees remain our greatest asset, and we thank each of them from coast to coast for being there for each other, our communities and our clients every day. Here’s to a continued commitment to build relationships and showing up as our best selves every day of the year 🙌

For more than 40 years, #TeamTeal has been committed to helping Canadian business owners and decision makers achieve their goals.    Today, as we join forces with National Bank of Canada, we look forward to deepening this commitment by providing a stronger banking choice from coast to coast for all Canadians.     Thank you to everyone who has contributed to shaping CWB into the incredible organization we are today. We look forward to building a strong future as a combined bank.   Read more about this historic milestone: https://lnkd.in/gaRZq5Je

Season's greetings from your team at CWB Trust Services! Thank you for an amazing year.

🎉 Congratulations, Jamal Siddiqui! 🎉 We are thrilled to see Jamal Siddiqui CPA, CGA recognized on The Top Financial Executives and Professionals in the Benefits, Pensions, and Institutional Investment Industries Hot List 2024! Your dedication, expertise, and leadership in the industry is inspiring. This accolade is a testament to your hard work and commitment to excellence. Find the full list of this years winners here: https://lnkd.in/g7Af9PqR #Congratulations #TopFinancialExecutives #IndustryLeaders #CPBI

We’re looking for a Manager, Registered Plans Trustee Services to join #TeamTeal in #Vancouver. Learn more and apply here: https://lnkd.in/gTkZ_izZ #hiring #jobs #baretrust #greatplacestowork

We’re looking for a Sr. Associate, Corporate Actions and Settlements to join #TeamTeal in #Vancouver. Learn more and apply here: https://lnkd.in/eQz7sQrS #hiring #jobs #securities #greatplacestowork

The Canadian Pension & Benefits Institute / L'Institut Canadien de la Retraite et des Avantages Sociaux (CPBI) Atlantic Regional Conference begins tomorrow in St John's, Newfoundland and Labrador. Be sure to look for Gillian Hitchmough and Costa Kapassas throughout the conference to say hello and connect in person. For more information: https://lnkd.in/edvFxxNE #teamteal #pensions #investments #benefits

Team Teal is gearing up for the ACPM - ACARR | Association of Canadian Pension Management National Conference from September 24 to 26 in Kelowna, BC. Gillian Hitchmough and Costa Kapassas will be attending in person and hope to see you there! Learn more about this year's conference details: https://lnkd.in/dD9RFAH8 #teamteal #pensions #retirement #investments

The CIRO / OCRI Financial and Operations Advisory Section (FOAS) Annual Conference begins tomorrow in Ottawa, ON. Darren P., Gillian Hitchmough and Costa Kapassas will be representing #TeamTeal and they look forward to meeting new faces and re-connecting with familiar ones in-person. #securities #mutualfunds #investments https://lnkd.in/gKG-icKT