CWT and PIE form partnership

Canadian Western Trust Company (CWT) and PIE Portfolio Index Evolution Corporation (PIE) today announced an agreement to offer a low-cost, high-service account to PIE’s investors.

“CWT is excited to be working with PIE to provide financial advisors with an opportunity to utilize our self-directed platform,” says Darcy Steep, CWT’s director of business development for the Ontario region. “Our self-directed products allow for a full range of investments to be held in a single consolidated account. It’s an ideal solution for independent financial advisors who are looking for more efficient ways to manage their clients’ investment portfolios.”

“PIE’s funds offer a tremendous opportunity for Canadian investors to access the exchange-traded fund (ETF) market within a diversified mutual fund structure,” says Krystian Urbanski, vice president of business development for PIE. “We are thrilled to partner with Canadian Western Trust to provide this unique offering to our investors.”

Based in Vancouver, British Columbia, Canadian Western Trust Company (CWT) is a wholly owned subsidiary of Canadian Western Bank. PIE Portfolio Index Evolution (PIE) is a Croft Financial Group managed group of funds. It is based in Thornhill, Ontario.

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