Banwell Financial

By: Banwell Financial  09-12-2011
Keywords: tax planning, Investment Solutions, Professional Money Managers

At BFI we offer a complete range of professionally managed investment solutions based on unbiased and thorough research, working with professional money managers and ethically minded partners.

Specific products and services that can be utilized in any combination are:

Mutual Funds

Fee Based Accounts

Tax Planning+

Estate Planning+


Insurance Products

Stocks, Bonds and GICs

Flow Through Shares

Alternative Investment Strategies

Asset Allocation Pension Models

For business clients:

Group RRSP’s, Deferred Profit Sharing Plans (DPSP)

Registered Pension Plans (RPP), Individual Pension plans (IPP)

Keywords: Investment Solutions, Professional Money Managers, tax planning