Banwell Financial Inc

Closed
2 Lansing Sq
Toronto, Ontario M2J 4P8

Banwell Financial Wealth Management is a Branch Office of Investia Financial Services Inc., part of the iA Financial Group, established in 1892. Operating independently in investment recommendations, they provide a diverse range of products from Canada’s major banks, asset managers, and insurance providers.

Offering tailored investment strategies to meet individual client needs, Banwell Financial Wealth Management focuses on delivering high-quality products and services. Their commitment lies in understanding client financial goals, ensuring a solid advisory relationship through financial expertise and professionalism.

Moreover, they specialize in alternative investment strategies, offering a level of diversification beyond traditional asset classes. These strategies, such as private equity and infrastructure investments, aim to enhance returns and reduce portfolio risk, catering to accredited investors seeking substantial return potential with lower volatility.

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