Banwell Financial Wealth Management is a Branch Office of Investia Financial Services Inc., part of the iA Financial Group. Founded in 1892, iA Financial is one of the largest insurance and wealth management groups in Canada. iA is listed on the Toronto Stock Exchange under the ticker symbol: IAG.
Although registered with Investia Financial Services Inc., Banwell Financial Wealth Management operates independently when recommending investments. We offer a wide range of products from all of Canada’s major banks, asset managers and insurance providers.
We implement suitable and appropriate investment strategies based on the individual needs of our clients, utilizing best in class products and services. We endeavour to understand your needs, share your financial vision, and are committed to providing a strong advisory relationship, rooted in financial expertise and professionalism.