Fred Banwell, B.A., CFP, TEP
Senior Vice President and Associate Director, Investment Advisor
Our vision
A balanced approach to life and investing
My team and I provide conservative wealth management to a select group of affluent families and business owners. We keep our client base small to deliver a high degree of service excellence and personal attention. Good synergy between advisor and client is important, so I seek to partner with like-minded clients.
Personal and corporate wealth management
We offer financial leadership in both the personal and corporate arenas. Our client base ranges from personal RRSP portfolios and cash accounts to handling company accounts. Having owned and operated my own business for many years, I am well versed with the challenges that business owners face in dealing with banks, employees, growth, and working capital.
Through Macquarie Capital Markets Canada Ltd., we can assist you with Initial Public Offerings (IPOs), secondary offerings, investment banking, plus mergers and acquisitions. We are fortunate to have access to the resources of the global Macquarie Group, one of the world's largest and most diversified financial companies.