{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/?page_id=6"},"modified":"2026-02-19T17:13:39","modified_gmt":"2026-02-19T17:13:39","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Banwell\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Banwell Private Wealth<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tMeet The Team<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Forward-Thinking Solutions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"diamond-square-1\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Platinum Private Portfolios<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Advice + Managed Platform<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Traditional Brokerage<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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In the Media<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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How entrepreneurs can balance business and personal finances<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\tThe biggest risk to an entrepreneur isn\u2019t if they die prematurely. It\u2019s if they get sick and are unable to work.\t\t\t<\/p>\n\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\t\t\t\t\tFred Banwell <\/cite>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Most business owners spend their working lives growing their companies, not their personal finances. Their business is their fortune. While each entrepreneur\u2019s 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.<\/p>

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. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRead The Globe and Mail article<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Holistic Wealth Advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It\u2019s an approach that puts clients first.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Experience + Independence<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-6","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/pages\/6","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/comments?post=6"}],"version-history":[{"count":24,"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/pages\/6\/revisions"}],"predecessor-version":[{"id":566,"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/pages\/6\/revisions\/566"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/banwellprivatewealth\/wp-json\/wp\/v2\/media?parent=6"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}