Privacy Policy


As investment advisors, our responsibility requires that we learn and discuss all relevant information pertaining to client circumstances.

We only collect the information we need for the purposes of providing and servicing your financial needs. Some of the information we collect may include net worth, income, credit information, date of birth, social insurance number, health information including lifestyle and occupation, and marital status.

Financial needs can be in the form of recommending suitable and appropriate investments that may include insurance. Financial needs can be in the form of creating and implementing a formal financial plan using these products.

We request this information to help identify short and long term goals, and to assist in the recommendation of only products and/or services that are appropriate and suitable, confirm identification, and satisfy regulatory compliance.

If you have provided your consent to an Infinite Financial or Banwell Financial Inc representative, we may use this information to provide you with information about additional products, and/or services we believe to be appropriate to your personal situation.

We may transfer the personal information we collect to appropriate third party service providers. These service providers could be insurance companies, investment companies, and trustees. We do not sell your personal information.

We will only collect personal information with your consent. This consent may be withdrawn at anytime. We are responsible for personal information under our control and have specific physical and electronic procedures in place for the care, and safekeeping of this information. Only BFI employees who have a need to review this information will be given access. We endeavor to ensure that all information used is accurate and kept up to date.

Information will be kept as long as needed, or as required by law or for regulatory compliance reasons.

As per MFDA MR-0073 (Policy No. 3), please see Summary of Banwell Financial Complaint Handling Procedures

Teacher

“They took the time to teach and mentor me.”

- Ossa Zebian

Work

“I felt like I was in control and was making informed decisions about my future....”

- Glenn Tunstall

Trust

“In my first meeting with Infinite FInancial I felt their honesty, integrity, and...”

- Joan Palmer

Ask an advisor:

Your question submited.

One of our advisors will reply as soon as possible. We treat you like family and we don't spam family.

Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

Read more
Infinite Newsletter

Subscribe to our email newsletter for useful tips and valuable resources!

You are subscribed.
Email already exist!