Ben Banks
Job title: Financial Planner, Sun Life, QAFP®, EPC, B.A.(Poli), B.Comm.
B.A.(Poli), B.Comm.
Trustworthy advice you can count on
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.
Client testimonials
"Ben has been part of our "family" for several years. He always gives sound advice and respects the final decisions we make. He looks at where you are coming from and where you want to go. He has great perspective and empathy. With his knowledge, support and understanding, he has been a great fit for our family. Thank you for all you have done Ben." - Sandy M.
"I have known Ben a long time and he has always been a trusted advisor to myself and my family. We explained our situation to him and he came up with a great plan to mitigate risk as we get older. Thank you Ben for always being available and providing the best advice in our time of need." - Stacey G.
"Ben is patient, kind, knowledgeable, and empathetic. He answered all of my questions thoroughly and in a timely manner. I really appreciated his guidance and I wouldn't hesitate to refer him to a friend or family member." - Kyle E.
"My family and I have been clients of Ben for years. With his help, we were able to setup investment and retirement plans that are tailored to our specific needs and requirements. He did all the leg work and research for us which was really helpful given our hectic professional/personal lives. And we recently setup a college fund for our little one as well. If you're looking for someone to help you navigate the numinous options to make your money work for you, Ben is the guy you want as your co-pilot." - Mohammed B.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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#Leadership #SunLifeConvention #FinancialAdvisors #MiamiBeach #LifeUnderTheSun
#Leadership #SunLifeConvention #FinancialAdvisors #MiamiBeach #LifeUnderTheSun
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