Fred Banwell

Fred Banwell


Conseiller en gestion de patrimoine principal et gestionnaire de portefeuille

Fred Banwell does not try to be all things to all people. Since starting his career in the investment industry in 1994, Fred has tailored his expertise to the specialized goals and needs of high-net-worth Canadian families, business owners, and corporations. Early in his career, Fred worked for several multinational technology companies and owned his own 65+ employee business. This experience has provided Fred valuable insights into both the corporate world and the financial planning challenges business owners face. It has also helped Fred relate to clients who share his values of integrity, honesty, rationality, openness, big picture thinking, fairness, and accountability.

Prior to joining Wellington-Altus Private Wealth, Fred worked with one of Canada’s other top independent wealth management firms for 18 years. He thrives in entrepreneurial cultures and at Wellington-Altus, Fred is thrilled to be able to offer clients a wide range of innovative products and services.

In addition to his professional experience, Fred holds a B.A. in Business from the University of Toronto, the CFP® and Chartered Investment Manager (CIM®) designations. With a second-degree black belt in Tae Kwon Do and skills in several other martial arts.

Fred is so proud of his four children, Krysta, Melissa, David & Natalie, who are all married and raising their own families. The Banwells are blessed with ten wonderful grandchildren.

Fred is also very proud of the many families he’s been able to help with their finances, tax and estate planning and is very grateful for the privilege of being able to work closely with many worthwhile charities.

Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation des investissements.

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