First Western Investment Management, Inc.

Member Description

First Western is the best private bank for the western wealth management client. We provide integrated wealth management solutions on a private banking platform. We listen to our clients to gain an understanding of their wealth management needs and create customized solutions in the areas of private banking, personal trust, investment management and wealth planning.

In this time of turmoil in the financial markets, many are unsure of where to turn. We want to provide our friends of the bank with comfort that First Western remains the best solution for all of their financial needs.

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Bank Guarantee For Lease

We are direct provider for BG/SBLC specifically for lease, at leasing price of (5.0 + 0.5 + X)% of face value, Issuance by HSBC London/Hong Kong or any other AA rated Bank in Europe, Middle East or USA. Our BG/SBLC Financing can help you get your project funded, loan financing by providing you with yearly renewable leased bank instruments....More

Insurance vs. Investment

Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More
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