Member

Bo Banner

Whistler

Self Employed

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Bo Banner

Member Bio

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What you don’t change, you choose.

Most people worry about the risk of doing something new. But they often forget the bigger risk, doing nothing.

At Bo Banner Wealth, I help individuals, families, and business owners overcome the friction of inaction. Because when it comes to your financial future, no decision is a decision.

About Me
Former pro athlete turned financial advisor, I bring discipline, strategy, and accountability to your corner. I live in Whistler, BC, with my amazing wife. When I’m not working with clients, you’ll find me coaching youth basketball, snowmobiling, or chasing a strong morning coffee.

Specializations

Financial Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

1

Investment License

Mutual Fund

Provinces Licensed (Investment)

British Columbia
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