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.
We support you through some of life’s most significant decisions.
Including but not limited to…
Retirement income and financial planning services
Tax and estate planning
Inheritance and legacy planning
Group retirement benefit plans (GRSP’s, GRSP/DPSP’s and RPP’s)
*Insurance solutions are by Banwell Financial Planning
Michael Banwell, BA, CFP
Certified Financial Planner
For over 30 years, Michael Banwell has assisted individuals, families, and business owners in addressing both their immediate needs and longer-term goals. Recognizing that no two individuals are alike, Michael offers a personalized approach addressing specific client needs, while implementing a holistic wealth management strategy.