Head Office:
2 Lansing Square
Suite 302
Toronto, ON
M2J 4P8 Canada
Phone: 416-494-1099
Fax: 416-494-6675
Toll Free: 1-855-494-1099
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HIGH INCOME
PREDICTABLE GROWTH
DOWNSIDE PROTECTION
Who We Are
Frank Banwell
CFP

416-494-1099 ext 1
fbanwell@
banwellfinancial.com
Michael Banwell
B.A, CFP

416-494-1099 ext 2
mbanwell@
banwellfinancial.com
Topics of Interest

Alternative Investments

Traditional asset classes for investment purposes are stocks, bonds, and cash.

Trying to Make Sense of the Retirement Income Challenge

Will future retirees be able to maintain their living standards upon retirement?

Paid to Wait Strategy®

How do you get high income in a low interest rate environment? Two former Altamira, National Bank advisors are now together again at Banwell Financial Inc.

Private Wealth Management

Institutional quality for individual investors with reduced fees and best of breed money management.
BFI Advisors
Our advisors, support staff and administrative team have a well-earned reputation for being highly ethical and providing personalized services to all clients.

We offer highly experienced Certified Financial Planners (CFP) to assist clients with: Institutional Grade Portfolios, consolidated RRSP accounts and retirement income planning.

Please visit our Services & Solutions page for more information about our services.
Latest News

"Proud partner of the Seneca College Financial Services Field Placement Program"



 
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Manager Commentary
Sprott Enhanced Equity Strategy
Our investment approach is built around the fundamental idea that the best way to make money is not to lose it first. For us, risk is simply losing money.

Bluewater Commentary
The Bluewater Team believe owning a small number of growth companies for the long term is the best way for equity investors to build wealth. Portfolios are a concentrated collection of solid, well-managed companies bought at a discount to their intrinsic value.

Signature Global Advisors
Signature, a division of CI Investments manages over $50 billion across all asset classes. The Signature objective is to deliver positive risk adjusted returns regardless of market conditions...
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