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Investment Philosophy Banwell Financial Inc. (BFI) is an independent investment dealer and insurance agency. Frank and Michael Banwell are Certified Financial Planners (CFP) and partners of BFI. We have been helping clients manage and build assets since 1984.
Growth and preservation of capital are kept in balance at all times. We endeavor to grow capital consistently and reliably, with commensurate levels of risk. The entire BFI team 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. BFI Advisors are highly qualified, many of whom hold the Certified Financial Planner (CFP) designation, along with other professional degrees. Our advisors, support staff and administration have a well earned reputation for being highly ethical, and providing a personalized level of service to all clients.
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