Bo Banner Wealth

Bo Banner Wealth Helping individuals, families & business owners gain clarity and confidence with their money.

Based in Whistler, BC. 💼

https://www.bobannerwealth.com/contact

Let’s build a plan that works for your life. Mutual funds, exempt market products and exchange traded funds are offered through investia Financial Services Inc

Currently hanging out in Quebec City and got the chance to visit the  head office today. As an advisor, it’s great to se...
07/14/2026

Currently hanging out in Quebec City and got the chance to visit the head office today. As an advisor, it’s great to see in person all the support we have backing us up and how everything is operated behind the scenes.

I spent some quality time with our President, Louis DeConinck, and we ended up chatting about a ton of things completely outside of work. He also introduced me to his thoughtful team, who were so warm and welcoming.

It was a great day, and I am excited for what’s ahead! 🇨🇦

P.S. Found out Louis can bench 225 lol.

Hey Whistler! 🏔️ After a fantastic turnout for our last session on corporate investments, it’s time for the next worksho...
06/30/2026

Hey Whistler! 🏔️ After a fantastic turnout for our last session on corporate investments, it’s time for the next workshop in our free Finance Foundations series.

On Tuesday, September 29, we’re tackling a topic that every single incorporated entrepreneur hits at some point: Salary vs. Dividends. Should you put yourself on a regular payroll, or pay yourself out in dividends? Both have their perks, but the right choice depends entirely on your own goals and lifestyle. We’re going to sit down, cut through the noise, and look at practical ways to make this decision easier for you.

📅 Tuesday, September 29
🕖 7:00 p.m. – 8:30 p.m.
🏢 Whistler Public Library (Community Room)
🎟️ Cost: Free

This is our second to last session before we wrap up the series with retirement planning later this fall, so don't miss out!

Space is limited, so please grab a spot by emailing [email protected]

Can't wait to see you all there!

I’m glad to share a piece Executives Diary wrote about my story, from the CFL to launching Bo Banner Wealth here in Whis...
06/25/2026

I’m glad to share a piece Executives Diary wrote about my story, from the CFL to launching Bo Banner Wealth here in Whistler.

I am grateful for everyone who has supported me along the way and trusted me to help them navigate their financial futures.

The article also mentions the monthly group I co-founded with Kirby Fabien, CFP®, Rianne de Castro, CFP®️, and Brayden Speight, CFP, CIM. I am happy to collaborate with such a talented group of young independent CFPs, having that shared intelligence makes a massive difference for our clients.

The link is below if you’d like to read it.

https://executivesdiary.com/2026/06/25/bo-banner/

WHISTLER HOOPERS: It is time to lock in your squad. 🏔️🏀We are taking over the Whistler Racket Club for an 8-team, 3v3 Ha...
06/25/2026

WHISTLER HOOPERS: It is time to lock in your squad. 🏔️🏀

We are taking over the Whistler Racket Club for an 8-team, 3v3 Half-Court Tournament from 5:30 PM to 8:30 PM on Wednesday, July 22nd.

We are keeping the games fast, fun, and competitive. Here is what you need to know.

The Details:
⚠️ Whistler & Pemberton locals only.
🛑 Age Restriction: Must be 15+ years old to play.

The Structure:
- 8 Teams maximum.
- 4 Players per roster (3 on court, 1 sub).
- Every team is guaranteed at least 3 pool play games.
-$20 per team ($5 per player) – 100% of the buy in goes straight to the Winner’s Cash Pot. 💰
- Proudly sponsored by with extra prizes and an MVP award on the line.

The Rules:
- 1s and 2s scoring. First to 11 points (win by 2).
- 8-minute hard running clock. Highest score wins at the buzzer if no one hits 11.
- Sudden death overtime (first to 1 point) if tied at the buzzer.
- Streetball rules apply: continuous play, no free throws, check-ball at the top after scores and fouls, and all changes of possession must be cleared past the 2-point line.

How to Enter:
📥 DM the page right now to express your interest.

Once approved, I will send you a green checkmark confirmation. Spaces will fill up fast!

Note: If the 8 team spots are full, you will be placed on a waitlist in case a squad drops out.

Whistler Entrepreneurs! Your Financial Strategy Part 2 is Coming UpThank you to everyone who joined us for the last sess...
04/30/2026

Whistler Entrepreneurs! Your Financial Strategy Part 2 is Coming Up

Thank you to everyone who joined us for the last session on salary and dividends! The turnout was incredible, and the feedback was great. For those who missed it, I’ve got some great news. Part 2 of our Finance Foundations series is just around the corner.

Next up, we’re tackling a highly requested topic: Earning Investment Income Inside a Corporation.

If you’re a local business owner looking for practical, actionable strategies to manage your corporate investments, you won't want to miss this.

Details for our next session
Date: Tuesday, May 19
Time: 7 to 8:30 p.m.
Location: Whistler Public Library Community Room
Topic: Corporate Investment Income
Cost: FREE!

Space is limited! Be sure to email [email protected] to reserve your spot.

I look forward to seeing the community come together again for another insightful evening. If you couldn't make it to the first one, I hope to see you at this session!

Whistler Public Library

Larry Distillio and I had a great conversation recently about football, business, and why trust matters so much in both....
04/08/2026

Larry Distillio and I had a great conversation recently about football, business, and why trust matters so much in both.

It was a fun experience being interviewed by Larry. If you ever get the chance to work with him, I’d highly consider it. He’s excellent at what he does from start to finish.

The write up went live on Advisor.ca today. If you have a moment to check it out, I’d love to hear your thoughts.

Link: https://www.advisor.ca/practice/your-business/gentille-alouette/

What professional football taught former player Bo Banner about earning trust every day as an advisor

Finance Foundations for Whistler EntrepreneursMy time in professional sports taught me that discipline and a clear strat...
02/25/2026

Finance Foundations for Whistler Entrepreneurs

My time in professional sports taught me that discipline and a clear strategy are the keys to long term success. I’ve carried those lessons into my life here in Whistler, both as a Certified Financial Planner and as a neighbour.

I am partnering with the Whistler Public Library to launch a free educational series: Finance Foundations for Whistler Entrepreneurs. My goal is simply to do my part in helping build our community through a shared learning environment.

Upcoming Sessions:

- Tuesday, March 17 (7:00 p.m. – 8:30 p.m.): Why Business Owners May Prefer Dividends Over Bonuses

- Tuesday, May 19 (7:00 p.m. – 8:30 p.m.): Earning Investment Income Inside a Corporation

Both sessions will be held in the Community Room at the Whistler Public Library.

Whether I’m coaching youth basketball or out on my snowmobile, I’m always grateful for the drive and ambition of the entrepreneurs in this town. I look forward to connecting and learning together.

To register, please email [email protected] or click the link in the first comment.

I recently looked at the 2025 profile of my profession. Out of 17,443 CFP® professionals in Canada, the numbers tell a s...
02/18/2026

I recently looked at the 2025 profile of my profession. Out of 17,443 CFP® professionals in Canada, the numbers tell a specific story.

Only 10% are under the age of 35.
Only 20% are based here in BC.
The vast majority work for the Big Banks.

Holding this certificate today, I’m reminded that being an independent, young professional in this space isn't the norm, and that’s exactly why I love what I do.

I didn't build my firm to fit into a statistic. I built it to provide a fresh perspective for people who want to do things differently.

To my family and friends, thank you for being in my corner.

To my clients, thank you for trusting me to help build your future.

The industry is changing, and I’m proud to be part of the new generation leading the way.

02/11/2026

The Final Word.

I was asked: With 500 advisors in the room, what is one piece of advice to elevate performance?

I’m still learning every day, but I keep it simple. For me, it comes down to Humility and Vision.

1. Humility: Ego and fear often block people from asking questions or networking. Humility goes a long way. When you see someone as a person instead of a title, the room opens up.

2. Vision: I’ve spent my life envisioning where I want to be. I put myself in that situation mentally long before it happens, whether it was the CFL combine or the moment I stepped onto that stage.

If you project the vision and believe it, your actions will follow.

That is the wrap for this 7-part series.

Address

B-9109 Riverside Drive
Whistler, BC
V8E1M1

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm

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