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 articlesTry it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
It’s important to think about investing and insurance in a holistic way to help your money go further.
Let’s chat.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.
A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.