Ben Banks, QAFP - Financial Planner, Sun Life

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Canada
Calgary, AB
Ben Banks, QAFP - Financial Planner, Sun Life

A dedicated financial consultant, business developer and relationship manager who has experience in f

I partner with clients to act as a catalyst for positive financial changes to realize goals and objectives. My personal offering is designed to create peace of mind for when people pass away earlier than expected or later after a long and fruitful life. I help to provide a worry-free retirement with an income stream designed to last longer than their lifetime. I can help to protect that income if

sickness striked unexpectedly or in case of injurr. And finally I can also help to provide a legacy for the next generation. These are some but not all of the ways I enjoy assisting people in making their lives easier and less full of worry. Your concern becomes my concern - and it gives me pleasure knowing that my clients can close their eyes at night without the anxiety of uncertain financial futures invading their dreams.

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I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

06/02/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/49DknN9

05/29/2026

Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.

Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!

05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

05/19/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

05/15/2026

Health challenges can strike anyone. Critical illness insurance provides financial support when you need it most — helping you focus on recovery instead of financial stress. Whether you're supporting a loved one or managing personal expenses, having protection in place is invaluable. Let's talk! https://bit.ly/4nAS7R5

05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4wsb1NU

05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/48VuegY

Address

441 5 Avenue SW Suite 550
Calgary, AB
T2P2V1

Telephone

+14037752290

Website

http://ca.linkedin.com/in/benbanks/, http://www.sunlife.ca/ben.banks

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