With the assistance of Banwell Financial Inc. our registered investment dealer we are able to be totally independent in recommending investments from all of the major banks, investment and insurance companies in Canada.
It is our belief that serious money is professionally managed money. We assist clients in implementing suitable and appropriate investment strategies based on their individual and unique goals and requirements while utilizing best-in-class products and services.
We have seen the market place become flooded and overwhelming with investment products. We are here to assist you in finding the appropriate professionals to manage your money based on your needs.
We endeavour to manage wealth for our clients responsibly, with full awareness of risk, consequences of taxation, and consideration of estate planning requirements.
