Who We Are


CWF Advisors will team up with you to identify the best products and services for your unique needs.

CWF Group Inc. is Canada’s expert in financial planning services, providing a complete range of financial products and services for professional, business and personal needs.  With over 50 years of combined experience we pride ourselves on our friendly personalized service, integrity, and the quality of our team of advisors.  Through our network of highly trained advisors and partners, we are able to identify and customize the financial strategies and products most ideal to our clients’ financial planning needs.


Our Culture.

CWF exemplifies integrity, honesty, trust and professionalism. Along with a strong vision of the future based on always doing the right things for our clients, we strongly believe in having an atmosphere of working with like-minded people who share our sense of purpose.


Our Clients.

Our clients consists of business owners, professionals, retirees, and families. Each person has unique needs and circumstances that cannot be fixed with a cookie-cutter approach. Every client enjoys personal attention and customized solutions that cement lifetime relationships.


Our Strength.

CWF is a strong and well-capitalized company with a diversified balance sheet. Our advisors form one of the largest exclusive financial solution distribution channel in Canada. The financial success and stability of our Canadian operations help us fuel further expansion in other parts of the world.

We will work hard to earn your trust.  We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

CWF Group Inc. has been part of the financial landscape in Canada since the start of the millennium. We began providing only basic financial planning services and today we offer a diverse range of insurance, group benefits and investment products along with our quality-enhanced financial planning services. We also provide advice to help thousands of Canadians achieve lifetime financial security. We are committed to our clients. Call us and discover, along with thousands of other Canadians, our motto “Growing Together”.

Notable facts about our operations

  • We hold numerous top 20 rankings amongst our peers of being one of Canada’s best places to work for.
  • Our advisors form one of the largest exclusive life, health and wealth distribution channel in Canada.
  • We have significant ownership interest in Best Plan Quotes, one of Canada’s leading online brokerage companies.
  • We have extensive partnership agreements with some of the largest financial institutions in the world.
  • Our relationship with Hatitac Inc. – one of the top performing brokerage companies and best known brands in Canada

Our initiatives

Corporate Responsibility.

At CWF Group Inc., we’re committed to being a good corporate citizen in the communities in which we live and work.

As one of Canada’s leading financial service providers, thousands of Canadians trust us to help them achieve lifetime financial security. We take that responsibility to heart. That trust compels us to look at the bigger picture, and ensure we’re investing in our communities. Investing in initiatives that promote some of the things we believe in to ultimately make a difference in the lives of Canadians.

Among our employees, we have many exceptional people. People who make a difference by volunteering their time and talents to make life a little bit brighter in the charities or communities they volunteer for. Across Canada, CWF Group employees are making their charitable mark. All across the country, our employees are taking the initiatives by lending a hand, sharing values to help develop better communities.

Please support the below:


For a look at our corporate responsibility initiatives, feel free to contact us.

News Releases.

News releases on this website are specific to our Canadian operations.

If you’re a member of the media and would like to reach us, please contact members of our Corporate Affairs and Business Compliance department in Canada: corporate_c@cwfgroup.com