Banwell Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2 Lansing Sq Suite 302, Toronto, Ontario...

Phone Number

(416) 494-1099

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Banwell Financial

Banwell Financial Wealth Management, a branch of Investia Financial Services Inc. and part of iA Financial Group, offers a comprehensive range of financial services including investment advice, retirement planning, insurance solutions, and tax and estate planning. The firm specializes in alternative investments, providing strategies that enhance portfolio returns while reducing risk. With a team of experienced financial advisors, they focus on personalized service to meet the unique needs of individuals, families, and business owners. Their commitment to integrity, competence, and service ensures strong advisory relationships rooted in financial expertise.Explore more
Banwell Financial's Social MediaPopular SearchesBanwell Financial IncBanwellfinancialInvestia Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Banwell Financial Org Chart

PhoneEmail
SB
Canada flag for contact location.

Branch Manager & Executive Assistant

PhoneEmail
MB
Canada flag for contact location.

Senior Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Banwell Financial

<$5M
11-50
Private
-
1984
SB
Sharon BanwellBranch Manager & Executive Assistant
$13.8M
11-50
Private
-
1998
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$6.7M
11-50
Private
-
1985
N/A
<$5M
1-10
Private
-
-
DL
David LoweFinancial Associate & Planner
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2014
LH
Lu HaleDirector, Sales & Training
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Banwell Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Banwell Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Banwell Financial.

Banwell Financial Tech Stack

A closer look at the technologies used by Banwell Financial

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Frequently Asked Questions Regarding Banwell Financial

What is Banwell Financial's official website?
Banwell Financial's official website is www.banwellfinancial.com
What is Banwell Financial's Revenue?
Banwell Financial's revenue is <$5 Million
What is Banwell Financial's SIC code?
Banwell Financial's SIC: 62,628
What is Banwell Financial's NAICS code?
Banwell Financial's NAICS: 52,523
How many employees does Banwell Financial have?
Banwell Financial has 11-50 employees
What industry does Banwell Financial belong to?
Banwell Financial is in the industry of: Finance, Insurance, Securities Trading
What is Banwell Financial competition?
Banwell Financial top competitors include: Manulife Investment Management, Renaissance Investments, Saxon Funds Management, Rankin Rice Wealth Management
What companies has Banwell Financial acquired?
Banwell Financial has acquired the companies: Industrial Alliance Securities, Jovian Capital, Felcom Data Services, L'Excellence Compagnie d'Assurance-vie
What technology does Banwell Financial use?
Some of the popular technologies that Banwell Financial uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Banwell Financial?
Banwell Financial contact info: Phone number: (416) 494-1099 Website: www.banwellfinancial.com
What does Banwell Financial do?

Banwell Financial Wealth Management, a branch of Investia Financial Services Inc. and part of iA Financial Group, offers a comprehensive range of financial services including investment advice, retirement planning, insurance solutions, and tax and estate planning. The firm specializes in alternative investments, providing strategies that enhance po... rtfolio returns while reducing risk. With a team of experienced financial advisors, they focus on personalized service to meet the unique needs of individuals, families, and business owners. Their commitment to integrity, competence, and service ensures strong advisory relationships rooted in financial expertise.Read More

What are Banwell Financial social media links?
Banwell Financial Linkedin page Banwell Financial Twitter page
Is Banwell Financial a public company?
Banwell Financial is private company therefore does not currently have an official ticker symbol
See more information about Banwell Financial

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