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.
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Christopher Fowler

President and CEO

4 past transactions

QuadFi

Debt Financing in 2023
QuadFi is a fintech company that uses alternative data and advanced analytics to extend credit to underserved groups, including immigrants and students, by assessing creditworthiness beyond traditional histories. The platform integrates financial, personal, and granular academic data and applies machine learning and artificial intelligence to offer personalized loans with competitive rates, no co-signers, and transparent terms. By focusing on populations overlooked by conventional lenders, QuadFi aims to reduce financial exclusion and improve access to affordable financing, particularly for education and other needs, enabling individuals with limited credit history to secure funding more easily.

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 manager 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 corporate and charitable foundations, holding companies, and pension plans. With a dedicated team of investment professionals, the firm manages equity, fixed income, and balanced portfolios, employing a fundamental analysis approach characterized by bottom-up stock selection. It utilizes both in-house and external research to construct its investment strategies, focusing primarily on the public equity and fixed income markets in Canada and the United States. Leon Frazer & Associates has built a strong reputation for its expertise in dividend investing and is recognized as one of Canada's leading investment management firms.
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