| Fund Name | Category Name |
| Crystal Wealth ACM Growth | Global Equity |
| Crystal Wealth ACM Income | Canadian Neutral Balanced |
| Cumberland Capital Appreciation | Canadian Equity Balanced |
| Cumberland Income | Canadian Fixed Income |
| Cumberland International | International Equity |
| Cumberland Opportunities | Canadian Focused Small/Mid Cap Equity |
| CWB Corporate High Interest Savings Account | Canadian Money Market |
| CWB Leon Frazer Canadian Dividend Fund | Canadian Dividend & Income Equity |
| CWB McLean & Partners Canadian Equity Pool | Canadian Equity |
| CWB McLean & Partners Diversified Fixed Inc Pool | Global Fixed Income |
| CWB McLean & Partners Global Balanced Pool | Global Equity Balanced |
| CWB McLean & Partners Global Equity Pool | Global Equity |
| CWB McLean & Partners International Equity Pool | International Equity |
| CWB Mclean & Partners Small-Mid Cap Pool C$ | North American Equity |
| CWB McLean & Partners Tactical Monthly Income Pool | Global Neutral Balanced |
| CWB McLean & Partners U.S. Equity Pool | U.S. Equity |
| CWB Onyx Balanced Solution A | Global Neutral Balanced |
| CWB Onyx Canadian Equity A | Canadian Equity |
| CWB Onyx Canadian Equity Fund - Series O | Canadian Equity |
| CWB Onyx Conservative Solution A | Global Fixed Income Balanced |
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