Ben Banks
Advisor @Sun Life
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WORK HISTORY
Advisor @Sun Life
EDUCATION
University of Calgary
BA, Political Science
Business Career College
LLQP
Business Career College
EPC - Elder Planning Counselor
Mount Royal University
BA, Communications - Journalism
Canadian Securities Institute
Branch Compliance Officer, Investment Funds in Canada
Business Career College, Calgary
Qualified Associate Financial Planner, Financial Planning and Services
SKILLS
ABOUT BEN BANKS
A dedicated financial consultant, business developer and relationship manager who has experience collaborating with mass affluent and high net worth individuals/families that have expressed a focus on risk management, wealth accumulation, tax planning aims and life goal achievement. I endeavour to act as a catalyst for positive financial changes to occur in their lives. I also enjoy partnering with interesting and like-minded professionals/fiduciaries who demonstrate the same passion and high level of integrity for their craft- 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.
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