Joelle Ritter

Vice President, Client Solutions at CWB Wealth Management - Edmonton, AB, CA

Joelle Ritter's Colleagues at CWB Wealth Management
Scott Blair

Chief Investment Officer

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Sophie Do

Reconciliation Specialist

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Mary Marsillo

Head, Financial Planning & Tax Solutions

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Debra Kruger

Administrative Assistant

Contact Debra Kruger

Robert Bradburn

Geneal Manager & AVP CWB Insurance Solitions

Contact Robert Bradburn

Maricar Gokioco-Ogalesco

Senior Wealth Management - Mutual Funds

Contact Maricar Gokioco-Ogalesco

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Joelle Ritter's Contact Details
HQ
780-429-3500
Location
Edmonton,Alberta,Canada
Company
CWB Wealth Management
Joelle Ritter's Company Details
CWB Wealth Management logo, CWB Wealth Management contact details

CWB Wealth Management

Edmonton, AB, CA • 250 - 499 Employees
Financial Services

CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and approximately $8 billion in assets under management, advisement, and administration. We take a fully integrated approach to wealth management, with customized strategies designed to address our clients' unique goals. Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management. Along with our affiliate brands*, we are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities. CWB's combined strengths in commercial banking, personal banking and wealth management represent a comprehensive full-service experience, uniquely positioned to meet the complex financial needs of successful business families. *Affiliate brands include T.E. Wealth, Doherty & Bryant, Leon Frazer & Associates, CWB McLean & Partners, Canadian Western Financial and CWB Insurance Solutions Ltd.

Wealth management Investment and portfolio management Financial planning Business succession planning Estate planning Retirement planning Tax planning Mutual funds Risk management
Details about CWB Wealth Management
Frequently Asked Questions about Joelle Ritter
Joelle Ritter currently works for CWB Wealth Management.
Joelle Ritter's role at CWB Wealth Management is Vice President, Client Solutions.
Joelle Ritter's email address is ***@cwbwealth.com. To view Joelle Ritter's full email address, please signup to ConnectPlex.
Joelle Ritter works in the Financial Services industry.
Joelle Ritter's colleagues at CWB Wealth Management are Scott Blair, Sophie Do, Kyla Rayne-Francis, Mary Marsillo, Debra Kruger, Robert Bradburn, Maricar Gokioco-Ogalesco and others.
Joelle Ritter's phone number is 780-429-3500
See more information about Joelle Ritter