Fred Banwell
About Fred Banwell
Fred Banwell is a Senior Wealth Advisor & Portfolio Manager with a career in the investment industry dating back to 1994. He holds multiple professional designations and has extensive experience in wealth management and business ownership.
Fred Banwell: Senior Wealth Advisor & Portfolio Manager
Fred Banwell is a Senior Wealth Advisor and Portfolio Manager with years of experience in the investment industry. He began his career in 1994 and has since built a robust professional history. Banwell’s career includes positions in several multinational technology companies and a significant tenure at a top independent wealth management firm in Canada. He is now part of Wellington-Altus, where his expertise continues to benefit clients.
Fred Banwell's Educational Background and Expertise
Fred Banwell holds a B.A. in Business from the University of Toronto. His credentials include the CFP® (Certified Financial Planner) and CIM® (Chartered Investment Manager) designations. These qualifications underline his extensive knowledge and proficiency in financial planning and investment management. Banwell’s educational background and professional designations enable him to offer expert advice and management in wealth and portfolio management.
Fred Banwell's Professional Journey
Fred Banwell started his career in the investment industry in 1994. Early in his career, he worked for several multinational technology companies. He later owned a business with over 65 employees, demonstrating his capability in leadership and management. Banwell spent 18 years working with a top independent wealth management firm in Canada before joining Wellington-Altus. His varied experience underscores a deep understanding of both the technological and financial sectors.
Fred Banwell's Values and Personal Life
Fred Banwell values integrity, honesty, rationality, openness, big picture thinking, fairness, and accountability. He has four children: Krysta, Melissa, David, and Natalie, and ten grandchildren. Banwell also holds a second-degree black belt in Tae Kwon Do and has skills in several other martial arts. His personal values and disciplined lifestyle reflect his commitment to both professional and personal development.
Fred Banwell's Community Involvement
Fred Banwell is actively involved in community service, working closely with numerous worthwhile charities. His efforts in helping many families with their finances, tax, and estate planning highlight his dedication to community welfare and support. Banwell’s contributions to charity work exemplify his commitment to making a positive impact beyond his professional obligations.