CWB Financial Group

Canadian Western Trust implements SunGard's Global Plus for asset management and custody processing

VANCOUVER, August 8, 2012 – Canadian Western Trust Company (CWT) today announced its
implementation of SunGard’s Global Plus multi-currency asset management and custody solution
to support its growing institutional trust and custody business. CWT has more than $6 billion of
assets under administration and serves clients of all sizes by delivering flexible, value-added
solutions for retirement trustee and custodial needs.

CWT has also implemented Global Plus’ Web-based front- and middle-office workstation for
administration of client accounts. The Global Plus Web dashboard can help CWT more efficiently
access client information, manage and monitor transactions, and retrieve documents.
“In order to continue the strong momentum we’ve built over the last few years, we are expanding
service to plans of all sizes by tailoring more products to meet our clients’ unique needs,” says
Matt Colpitts, CWT’s vice president & general manager. “We chose SunGard’s Global Plus as our
processing solution because it helps us to further personalize our services while supporting
continued business growth. The system is already helping to increase our operational efficiency
and scale to manage our growing portfolio, while helping us to continue to deliver the high level
of service that our clients are accustomed to.”

Eileen Van Scoy, executive vice president of SunGard’s wealth & retirement administration
business, says, “Client service is the key differentiator in today’s competitive trust industry, and
increasing operational efficiency is a key factor in providing excellent service. SunGard’s Global
Plus back office custody solution can help CWT improve efficiency and be better positioned to
further enhance its client services.”