Frank and Michael Banwell are Certified Financial Planners (CFP) and Investment Advisors, and have been helping clients manage and build wealth since 1984.
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 endeavour to manage wealth for our clients responsibly, with full awareness of risk, consequences of taxation, and consideration of estate planning requirements.
Frank and Michael, along with their entire administrative and support staff have a well earned reputation for being highly ethical, and providing a personalized level of service to all clients.
Since 1984 we have endeavoured to treat all client relationships with the utmost level of understanding and professionalism.
It is our belief that certain investors find comfort and security with large institutions.
We know with certainty however, that a large segment of the population derive comfort and security from engaging a professional team of advisors who are truly independent, and offer a consistent level of personalized service that is unavailable through large institutions.
We believe our clients, or potential new clients will embrace the integrity of Banwell Financial long before any monetary or investment decisions are considered. From our experience, clients are interested in how much you care, in addition to providing competent and objective advice.
We invite you to learn for yourself how we have built our business on Integrity, Competence, and Service.
“Of course, competency and professionalism are a must in our industry. Having said this, without genuine integrity and understanding of client’s circumstances, even the most capable individuals will not have much to offer.”