Canadian Western Bank provides personal and business banking products and services in Western Canada. The company offers current, savings, US dollar, chequing, flex notice, organization, business trust, and trust fund investment accounts. It also offers commercial lending and real estate, equipment financing and leasing, aviation financing, and dealership financing products; agriculture lending products and AgriInvest savings account; variable and fixed rate mortgages; line of credit; registered retirement savings plan, consolidation, and vehicle loans; and credit cards. In addition, the company offers cash management services; prestige banking services; life and disability creditor insurance products; and ATM, mobile, and online banking services, as well as cheque order services. Further, it provides investment products comprising guaranteed investment certificates, US dollars investments plans, registered retirement income fund, tax free savings accounts, registered education savings plans, and mutual funds; financial planning services; and specialized financing, wealth management, and trust services. Canadian Western Bank was founded in 1984 and is headquartered in Edmonton, Canada.
Date |
Firm |
Action |
From |
To |
2023-05-29 |
Credit Suisse |
Upgrade |
|
Neutral |
2021-02-28 |
CIBC |
Upgrade |
Neutral |
Outperformer |
Date |
Name |
Relation |
Quantity |
Description |
2022-09-21 |
Bibby (Andrew John) |
Director of Issuer |
0.00 |
Acquisition or disposition under a purchase/ownership plan |
2022-09-13 |
Comstock (James Douglas Jr.) |
Senior Officer of Issuer |
0.00 |
Acquisition or disposition in the public market |
2022-10-31 |
Girardo (Victoria Irene) |
Senior Officer of Issuer |
751.00 |
Opening Balance-Initial SEDI Report |
2022-09-28 |
Gould (William Cory) |
Senior Officer of Issuer |
695.00 |
Acquisition or disposition in the public market |
2022-08-30 |
Graham, Carolyn Joan |
Senior Officer of Issuer |
0.00 |
Change in nature of ownership |
2022-10-30 |
Jones, Darrell Robert |
Senior Officer of Issuer |
25.40K |
Acquisition or disposition under a purchase/ownership plan |
Report Date |
Organization |
Position |
Value |
Percentage |
2023-07-30 |
DFA International Small Cap Value Portfolio |
1.89M |
49.85M |
1.96% |
2023-07-30 |
Vanguard International Stock Index-Total Intl Stock Indx |
1.26M |
33.17M |
1.31% |
2023-06-29 |
Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund |
744.26K |
18.40M |
0.77% |
2023-07-30 |
DFA International Core Equity Portfolio |
514.27K |
13.55M |
0.53% |
2023-06-29 |
Heartland Value Fund |
500.00K |
12.36M |
0.52% |
2023-07-30 |
DFA Investment Dimensions-Canadian Small Company Series |
499.33K |
13.16M |
0.52% |
Dividend |
Date |
0.3 |
2022-03-09 |
0.3 |
2021-12-15 |
0.29 |
2021-09-08 |
0.29 |
2021-06-09 |
0.29 |
2021-03-10 |
0.29 |
2020-12-16 |
Split |
Date |
2 : 1 |
2007-01-09 |
2 : 1 |
2004-12-20 |