BANWELL FINANCIAL WEALTH MANAGEMENT

WHO WE ARE

We help individuals, families, business owners, and retirees make confident financial decisions across investments, retirement income, insurance, estate planning, and legacy planning.

Banwell Financial Wealth Management is a Branch Office of Investia Financial Services Inc., part of the iA Financial Group. Founded in 1892, iA Financial is one of the largest insurance and wealth management groups in Canada. iA is listed on the Toronto Stock Exchange under the ticker symbol: IAG. 

Although registered with Investia Financial Services Inc., Banwell Financial Wealth Management operates independently when recommending investments. We offer a wide range of products from all of Canada’s major banks, asset managers and insurance providers.

We implement suitable and appropriate investment strategies based on the individual needs of our clients, utilizing best in class products and services. We endeavour to understand your needs, share your financial vision, and are committed to providing a strong advisory relationship, rooted in financial expertise and professionalism.

We support you through some of life’s most significant decisions.

Including but not limited to…

Investment advice

Retirement income and financial planning services

Insurance solutions*

Tax and estate planning

Inheritance and legacy planning

Group retirement benefit plans (GRSP’s,
GRSP/DPSP’s and RPP’s)

*Insurance solutions are by Banwell Financial Planning

Alternative Investments

Alternative investment strategies provide an additional level of diversification outside of the traditional asset classes of publicly traded stocks/equities, bonds, and cash.

Private equity (PE), as one example, has consistently delivered outsized returns with lower volatility than public equity. Institutional investors seek out alternatives for its substantial return potential as well as lower volatility.

Infrastructure, PE, private residential apartment buildings, long short equity strategies, and options selling for yield generation can all be used to enhance returns and reduce portfolio risk.

We offer vast expertise and experience utilizing alternative strategies to reduce risk and enhance portfolio returns.

Certain strategies may be available to accredited investors only.

OUR TEAM

Michael Banwell, BA, CFP

Senior Financial Advisor

For over 30 years, Michael Banwell has assisted individuals, families, and business owners in addressing both their immediate needs and longer-term goals. Recognizing that no two individuals are alike, Michael offers a personalized approach addressing specific client needs, while implementing a holistic wealth management strategy.    

Geoff Cook CFP, CHAIP, RIS

Financial Advisor

Ted Averbook

Financial Advisor

Sharon Banwell

Branch Manager and Executive Assistant

Jo Lynn Hopkins

Executive Assistant

Sangita Madan

Executive Assistant

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