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Banwell Private Wealth

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.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.


Platinum Private Portfolios

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.


Advice + Managed Platform

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.


Traditional Brokerage

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.

Holistic Wealth Advice

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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.