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Fred Banwell, B.A., CFP, TEP

Senior Vice President and Associate Director, Investment Advisor

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Our team

Thia Sterling

Investment Services Assistant

I have been in the investment industry for five years and as part of Fred’s team I handle our administrative hub. I open accounts, perform account maintenance and facilitate account transfers, and in addition I am qualified to enter buy and sell transactions including the purchase of flow-through shares. I also prepare monthly and annual reports for certain clients, by gathering relevant data and creating charts to help people to understand the performance of their investments.

Prior to joining the firm, I worked at TD Waterhouse in Toronto and Zuk Financial Group in California in similar roles. My knowledge of US and Canadian procedures and nuances has been a valuable asset. I have a B.Sc. and I my Certified Financial Planner (CFP) designation. In my spare time, I enjoy choral singing and downhill skiing.

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.