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At Banwell Private Wealth, we have been helping high-net-worth Canadian families, business owners, and corporate clients build and preserve their wealth for over 25 years. We have established a reputation as a wealth management partner that provides an exceptional and continuously enhanced client experience. At the heart of our approach is a fundamental commitment to provide integrated goals-based advice and timely tax minimization strategies, while always going the extra mile and making it enjoyable to work with us.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
The biggest risk to an entrepreneur isn’t if they die prematurely. It’s if they get sick and are unable to work.
Most business owners spend their working lives growing their companies, not their personal finances. Their business is their fortune. While each entrepreneur’s needs and circumstances are unique, many of them face similar challenges. That calls for a playbook to successfully negotiate the complexities of managing both their businesses and their personal finances, when so often the two appear to bleed into one another.
Fred Banwell spoke with The Globe and Mail about the need for entrepreneurs to safeguard their wealth, and how insurance can play a vital role in this planning.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
