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.
