CWB Financial Group

CWB Financial Group is a diversified financial services organization that focuses on providing a proactive client experience. It serves a wide range of clients, including businesses and individuals throughout Canada. CWB offers various financial products and services, catering to the unique needs of its clients and emphasizing personalized service and support. Through its commitment to understanding client requirements, CWB aims to foster lasting relationships and deliver effective financial solutions.

Christopher H Fowler

President and CEO

4 past transactions

QuadFi

Debt Financing in 2023
QuadFi is a fintech company that specializes in providing fair and affordable loans to underserved credit groups, particularly young people and immigrants with limited credit histories. By leveraging alternative data, machine learning, and artificial intelligence, QuadFi's platform offers personalized education loans at low interest rates, eliminating the need for co-signers and avoiding hidden fees. The firm focuses on addressing financial exclusion by identifying opportunities at the intersection of global migration and financial data, ultimately helping individuals who are often overlooked by traditional lenders. Through its innovative approach, QuadFi aims to unlock economic prosperity for those in need of financial support.

Aegis Brands

Post in 2022
Aegis Brands Inc. operates in the food, beverage, and cannabis sectors in Canada, managing a diverse portfolio of brands including Second Cup Coffee Co., Bridgehead Coffee, St. Louis Bar & Grill, and Wing City by St. Louis. The company specializes in café operations, offering a range of coffee products and beverages, while also running retail cannabis stores and collaborating with partners to develop a line of branded cannabis products for sale in its Hemisphere locations. Founded in 1975 and headquartered in Mississauga, Canada, Aegis Brands generates revenue through royalties from franchised cafes, sales from company-operated locations, and various ancillary channels, leveraging its trademarks, operating procedures, and intellectual property to enhance brand growth and market presence. The company, which was formerly known as The Second Cup Ltd., rebranded to Aegis Brands Inc. in September 2020.

Aegis Brands

Post in 2021
Aegis Brands Inc. operates in the food, beverage, and cannabis sectors in Canada, managing a diverse portfolio of brands including Second Cup Coffee Co., Bridgehead Coffee, St. Louis Bar & Grill, and Wing City by St. Louis. The company specializes in café operations, offering a range of coffee products and beverages, while also running retail cannabis stores and collaborating with partners to develop a line of branded cannabis products for sale in its Hemisphere locations. Founded in 1975 and headquartered in Mississauga, Canada, Aegis Brands generates revenue through royalties from franchised cafes, sales from company-operated locations, and various ancillary channels, leveraging its trademarks, operating procedures, and intellectual property to enhance brand growth and market presence. The company, which was formerly known as The Second Cup Ltd., rebranded to Aegis Brands Inc. in September 2020.

Leon Frazer & Associates

Acquisition in 2020
Leon Frazer & Associates is a privately owned investment management firm based in Toronto, Ontario, with additional offices in Vancouver and Calgary. Established in 1939, the firm specializes in managing investment portfolios for high net worth individuals, estates, trusts, and various institutions, including charitable foundations and pension plans. With a team of experienced investment professionals, Leon Frazer manages approximately $1.6 billion in assets, focusing on client-oriented equity portfolios, fixed income, and balanced mutual funds. The firm's investment strategy employs fundamental analysis and a bottom-up stock picking approach, utilizing both in-house and external research to construct its portfolios. Leon Frazer has earned a reputation as a leading authority in Canadian equity and dividend investing, and is a founding member of the Portfolio Management Association of Canada.
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