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.
Client Testimonials
Ben and his team have been our financial planners for the last 5 years. They provide an outstanding service and always with the utmost professionalism. Ben provides excellent financial planning advice, that is always well researched, logical and tailored to each individual - he takes time to understand what you are comfortable with and then support you in framing the appropriate financial plan. I would highly recommend Ben and his team to anyone who wants to get that ‘next-level’ financial planning service - they are extremely good at what they do. - Shaun W.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
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