Fred Banwell, B.A., CFP, TEP
Senior Vice President and Associate Director, Investment Advisor
Fred Banwell, B.A., CFP, TEP — SVP and Associate Director, Investment Advisor
Disciplined, tax-conscious investment leadership
We provide wise financial counsel for a select number of Canadian families and corporations, working to conserve capital through disciplined investing practices and well-diversified asset allocation. As a previous founder and operator of my own successful business, I am well versed with the challenges that business owners face and can offer solutions. For affluent investors, I have had success in minimizing taxes through my unique expertise in tax-advantaged products.
The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.
Our team
My team and I work to conserve my clients’ capital, enhance their returns and reduce their tax bills through a highly personalized service process that builds successful, long-term, trusting relationships.
