Ben Banks
Job title: Financial Planner, Sun Life, QAFP®, EPC, B.A.(Poli), B.Comm.
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
How we can work together
As a Financial Planner, I try to create positive financial change and literacy within the lives of Clients I work with. I also aim to give a positive impact to our community. My goal is to help you be successful as your dedicated advisor for your financial matters. I can help you with:
- risk management,
- wealth accumulation,
- retirement income planning,
- tax planning strategies and
- life goal achievement.
I began working in the financial industry in 1997 and believe that my 25 years of financial experience brings numerous advantages to my planning conversations.
I work with Clients from Calgary and the surrounding area. I also hold my licenses in British Columbia and am happy to work virtually with Clients from BC or elsewhere in Alberta. Contact my office to book your appointment.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ben.banks/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/ben.banks/
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
