At BFI we offer a complete range of professionally managed investment solutions based on unbiased and thorough research, working with professional money managers and ethically minded partners.

Specific products and services that can be utilized in any combination are:

Private Wealth Management
Institutional Grade Portfolios
Guaranteed Variable Annuities+ (Insurance products done through Banwell Financial Planning)
Mutual Funds
Gold Bullion
Fee Based Accounts
Tax Planning+
Estate Planning+ - Banwell Financial Partnership with Fiduciary Trust Company of Canada
TFSA, RESP and RRSP
Insurance Products
Stocks, Bonds, GICs (referred to B2B Securities Services Inc.)
Flow Through Shares
Alternative Investment Strategies
Asset Allocation Pension Models

Gail Kennedy author of National Bestsellers
You're Worth It! Investment Strategies for Women
and Fir$t Cla$$: The Original Financial Guide for High School Students.

For business clients:

Company Benefit Plans+
Group RRSP’s, Deferred Profit Sharing Plans (DPSP)
Registered Pension Plans (RPP), Individual Pension plans (IPP)