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Investment Philosophy

Banwell Financial Inc. is an independent investment dealer and insurance agency. Frank and Michael Banwell are Certified Financial Planners (CFP) helping clients manage and build assets since 1984.

We believe serious money is professionally managed money. Our philosophy is to recommend only investments that are safe, appropriate for the client, and managed by top ranked money managers. 

Growth and preservation of capital are kept in balance at all times. We endeavour to grow capital consistently and reliably, with minimal amounts of risk.

We work with you in selecting investments from the world's best money managers and provide you with responsible and independent financial assistance in building the very best portfolio to match your investment needs.

We believe that building wealth is a process, not an event. So...we endeavour to manage wealth for our clients responsibly, with full awareness of risk, consequences of taxation, and consideration of estate planning requirements.

We believe strongly in buying only high quality investments and holding for the long term.