About Macquarie

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Fred Banwell, B.A., CFP, TEP

Senior Vice President and Associate Director, Investment Advisor

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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 in effective corporate finance solutions. For affluent investors, I have had success in substantially minimizing taxes through my unique expertise in tax-advantaged products.

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.

What's in a name?

Click here to watch our introductory video.

Forward Thinking

To learn about Macquarie’s enormous scale, global reach and track record of exceptional performance, please click here.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.