Mary Jane Banks, Licensed Life Insurance Agent

Mary Jane Banks,  Licensed Life Insurance Agent As a professional financial advisor I continually strive to see every client realize all of their financial dreams.

As a former banking executive and presently, an independent financial advisor, that experience has been invaluable as I work with clients with:
Cash flow planning
Retirement planning
Achieving financial goals
Build wealth
Let me get to know you… guide you… and advise you.

So happy to be recognized as an expert by one of Canada's Major Financial Services companies.
04/27/2026

So happy to be recognized as an expert by one of Canada's Major Financial Services companies.

Like everyone, you work hard for your money. When you can lower your taxes, and minimize the risks associated with investing, you do that. I understand how important it is to you to have strong financial management. I also understand that you have very personal financial goals, so I will ensure that...

market update with some good info about Trumps Tariffs and it's affect in the markets:
04/04/2025

market update with some good info about Trumps Tariffs and it's affect in the markets:

This week, the U.S. president builds a tariff wall.

Are you travelling this winter. Give me a call for your travel insurance.
10/15/2024

Are you travelling this winter. Give me a call for your travel insurance.

05/14/2021

Keep yourself safe from fraudsters

I’m reaching out to let you know that I am seeing an increase in financial fraudulent activity. I want to remind you to stay vigilant and inspect all materials sent to you very carefully. Some materials created can look legitimate and are not always easy to identify as fraudulent.
To keep yourself safe, consider some of these helpful tips when reviewing printed and digital materials: • Ensure the contact information found in the materials matches the contact information as found on the company’s corporate website. • Any payments for products should be made directly to the corporation through either cheque or EFT, or wire transfer. The cheque is never made out to the advisors name. • Reach out to myself or the Client Service Centre of the financial institution of the materials you received if you have questions.
The Insurance Bureau of Canada (IBC) issues fraud alerts to inform consumers about insurance scams. Fake policies and non-existent insurance companies can put you at risk. If you suspect fraud, you can contact the IBC TIPS Line at 1- 877-IBC-TIPS or the Canadian Anti-Fraud Centre at 1-888-495-8501.
Your financial well being is important to me and I’m here to help answer any questions if you’re concerned about a product being offered to you from an outside source.

I thought I would pass this information along as there have been a few questions my way after clients have seen things o...
03/10/2021

I thought I would pass this information along as there have been a few questions my way after clients have seen things online, or claim to have called Manulife and were told if they get a vaccine they are taking an experimental drug and their coverage is null and void.
I received this information directly from Manulife:

If asked whether the vaccine will impact our policies or applications:
• COVID-19 vaccination in no way negatively impacts our customer’s current insurance policies or valid Group Benefits coverage, nor does it factor into new insurance applications Canadians may apply for with us.
• We continue to follow guidance and recommendations from the WHO and the Canadian government, including supporting government-approved vaccines to combat the COVID-19 pandemic.

In addition CLHIA has published the following.

CLHIA is a voluntary non-profit association with member companies accounting for 99 per cent of Canada’s life and health insurance business.

11/10/2020

Buying a house is usually the most significant investment decision anyone ever makes. Owning a house also tends to have an outsized impact on a person's overall financial strategy during their lifetime. Buying wisely and choosing the right debt strategy can get you mortgage-free faster. By just foll...

09/25/2020

On September 23rd, in a speech delivered by Governor General Julie Payette, Prime Minister Justin Trudeau outlined the Federal government's priorities.

Did you know that…❓ Only 3% of the population has individual disability insurance?❓ One in two Canadians lives paycheque...
08/03/2020

Did you know that…

❓ Only 3% of the population has individual disability insurance?
❓ One in two Canadians lives paycheque to paycheque?

If you were to suffer a disability, remember that our universal loan insurance is there to help you cover your loans and pay your rent.

Be careful, insure yourself!
Contact me to learn more!

https://ia.ca/disability-income-insurance

Purchase disability insurance and protect yourself against the financial consequences of an accident.

I've had questions about the downgrading of Canada by Fitch Credit Rating agency. Canada still ahs a very good rating by...
07/03/2020

I've had questions about the downgrading of Canada by Fitch Credit Rating agency. Canada still ahs a very good rating by all comparisons. The article below provides some insight. Please call me if you have questions.

Phone me if you want this great rate!
04/30/2020

Phone me if you want this great rate!

Address

West Kelowna, BC
V1Z3N7

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