About Ben Banks, Sun Life Financial Planner
Ben Banks, a Sun Life Financial Planner, has been helping clients with their financial planning needs since 1997. He holds the Qualified Associate Financial Planner™ (QAFP) designation and provides a holistic approach to help clients reach their goals. Ben can assist with wealth management and protecting clients from the unexpected with life insurance. He also specializes in retirement planning, planned giving, and estate planning, thanks to his Elder Planning Counselor (EPC) designation. Ben operates out of his office in downtown Calgary, Alberta, and serves the surrounding areas of Cochrane, Canmore, Airdrie, Chestermere, Strathmore, and Okotoks. Clients describe him as a true professional who is informative, responsive, and always willing to answer questions. With his knowledge, support, and understanding, Ben has been a great fit for many families, helping them set up tailored investment and retirement plans. Clients appreciate his empathy, perspective, and the time he takes to understand their unique situations and requirements.
Working with Ben Banks has been a game-changer for my retirement planning. His clear guidance, deep expertise, and personalized approach helped me build a strategy that feels both secure and flexible. Ben took the time to understand my goals and walked me through complex decisions with patience and clarity. Thanks to his support, I now feel confident about my financial future and have a solid plan in place. Highly recommend Ben to anyone looking for a knowledgeable and genuinely caring advisor.
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.
Ben has been our trusted advisor for many years and we are very satisfied with Ben's investment performance, advice and knowledge.
He has excellent communication and has been very helpful in navigating the changes that are coming with my husband's retirement and our next journey. It's so great to have someone like Ben to walk alongside you with compassion, kindness and exceptional service .