Empowering Your Financial Future, One Decision at a Time
Who we are
Banwell Financial Wealth Management is a branch office of Investia Financial Services Inc., part of the esteemed iA Financial Group, which boasts a rich history dating back to 1892. We stand alongside countless Canadians in achieving their financial goals and building secure futures.
Our mission
At Banwell Financial Wealth Management, we believe in forging strong, personalized relationships with our clients. We take the time to understand your unique needs, financial aspirations, and risk tolerance. Our team of experienced professionals work collaboratively to offer tailored solutions that align with your individual circumstances.
Our services
We offer a comprehensive range of wealth management services, including:
Investment Planning & Portfolio Management
- Comprehensive financial plans tailored to your goals and aspirations
- Diversified portfolios built with best-in-class products and services
- Regular reviews and portfolio adjustments to ensure your wealth is aligned with your evolving needs
Retirement Planning & Income Generation
- Strategies for maximizing your pension plans and other retirement savings
- Guidance on annuity options and other income sources for your later years
- Comprehensive retirement income planning to ensure a comfortable and secure retirement
Financial & Estate Planning
- Comprehensive estate planning solutions, including wills, power of attorney, and trust establishment
- Insurance solutions to protect your assets and provide financial security in the event of unexpected events
- Tax optimization strategies to maximize your after-tax wealth
Other services
- Group retirement plans for businesses (GRSPs, GRSP/DPSPs, and RPPs)
- Investment fund selection and analysis
- Comprehensive financial education and planning workshops
Our team
Our team of experienced and dedicated professionals brings a wealth of knowledge and expertise to the table. We are fiercely client-focused and committed to building lasting relationships built on trust, communication, and transparency.
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