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Fred Banwell, B.A., CFP, TEP

Senior Vice President and Associate Director, Investment Advisor

Home» Our team» Bonnie Wilson

Our team

Bonnie Wilson

Investment Services Assistant

Bonnie Wilson Prior to joining the predecessor firm to Macquarie Private Wealth, I worked with Fred Banwell at Berkshire Securities for 13 years. Previously, I worked at the Royal Bank for 23 years as Assistant Manager of Visa Security, Assistant Manager of Visa Systems, Manager of Customer Service at the branch level, and Manager of Personal Banking at the branch level. I am qualified to handle securities transactions when Fred is not available. I also schedule regular client review meetings, and help clients with whatever details need attention. I am married and have a teenage daughter.

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.