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CFP®, CIM®, BA
Senior Wealth Advisor & Portfolio Manager
Fred Banwell does not try to be all things to all people. Since starting his career in the investment industry in 1994, Fred has tailored his expertise to the specialized goals and needs of high-net-worth Canadian families, business owners, and corporations. Early in his career, Fred worked for several multinational technology companies and owned his own 65+ employee business. This experience has provided Fred valuable insights into both the corporate world and the financial planning challenges business owners face. It has also helped Fred relate to clients who share his values of integrity, honesty, rationality, openness, big picture thinking, fairness, and accountability.
Prior to joining Wellington-Altus Private Wealth, Fred worked with one of Canada’s other top independent wealth management firms for 18 years. He thrives in entrepreneurial cultures and at Wellington-Altus, Fred is thrilled to be able to offer clients a wide range of innovative products and services.
In addition to his professional experience, Fred holds a B.A. in Business from the University of Toronto, the CFP® and Chartered Investment Manager (CIM®) designations. With a second-degree black belt in Tae Kwon Do and skills in several other martial arts.
Fred is so proud of his four children, Krysta, Melissa, David & Natalie, who are all married and raising their own families. The Banwells are blessed with ten wonderful grandchildren.
Fred is also very proud of the many families he’s been able to help with their finances, tax and estate planning and is very grateful for the privilege of being able to work closely with many worthwhile charities.
Business Development Associate
Franca has worked side-by-side with her husband Fred for over 25 years as they have built a boutique wealth management practice that is embraced by a reasonably small number of families. Franca’s role in the practice is to help facilitate client events. She is the friendly, smiling face that lights up every event and clients look forward to interacting with Franca both in the boardroom and on a personal basis.
Senior Investment Associate
Bonnie’s career has been focused on financial services, starting by working at a major Canadian bank, and then over the past 25 years, she has worked with Fred Banwell helping to build a pre-eminent wealth management practice.
Her passion is people, providing great service and ensuring everything surrounding the client experience runs smoothly. This attention to detail and passion helps build strong and meaningful client relationships.
Associate
Thalisa has consistently worked in customer service roles within various different industries including luxury fashion, automotive retail and fleet management. While Thalisa’s new to the financial service industry, she’s dedicated to learning and providing clients with prompt and accurate services.
Thalisa joined Fred’s team in January of 2022 and has quickly become an integral part of the team’s administrative experiences. Outside of the office Thalisa enjoys travelling and hopes to visit all the Caribbean Islands.
