Your migration hub for CWB Wealth solutions

Find the most up-to-date information about the transition of your solutions and services with CWB Wealth and CWB Wealth Partners

Your accounts will transition in fall 2025

We will transition clients with CWB Wealth® and CWB Wealth Partners® to National Bank Financial Wealth Management in October 2025.

In August, you will receive important information about the transition, your solutions and services, and any actions required on your part.

Picto of a green check mark  Ongoing -

Canada-wide

MIGRATED

Fall 2025

For more support during the transition, reach out to your Private Wealth Advisor or Client Service Team.

When will my other products migrate? 

If you hold multiple products with any CWB Financial Group®, please see the full migration schedule to learn when each will migrate. 

Stay vigilant!

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We’re here to help

Let’s stay in touch

Contact your Private Wealth Advisor or Client Service Team

® NATIONAL BANK, the NATIONAL BANK logo, CWB FINANCIAL GROUP, the CWB FINANCIAL GROUP horizontal logo, CWB WEALTH, CWB WEALTH PARTNERS, NATIONAL BANK FINANCIAL, CWB and NBC are registered trademarks of National Bank of Canada.