Bo Banner Mutual Fund Advisor

About Us

My Story:

I was number 48 for the Montreal Alouettes from 2018-2022. Reaching the top has been part of what motivates me everyday. There is something powerful about pushing yourself further than you could ever imagine. It's easy to say you have goals, it's another thing entirely to reach them. Throughout my life I've set goal after goal, reaching them through a plan and a system.

Whether it's becoming the top 1% of football players to play professionally, a financial advisor, or building a successful post-football career, goals work the same way on the football field as they do in life.

Let's find your goals and reach them together.

What I Do:

I create a clear path for professional athletes to focus on their sport, by handling the 6 areas of their financial life.

Lifestyle
Tax Efficient Investment Portfolios
Maximize Wealth Transfers
Ongoing Portfolio Management
Debt & Cash Flow
Reducing Personal or Business Risk

What I Believe:

I believe a solid financial plan is essential for anyone who wishes to accomplish specific financial goal. I think it is important to clearly define your goals and lay out a plan to achieve them. Individuals and families often depend on the assets they accumulate to achieve their goals. However, not everyone has the time to monitor and manage those assets. Even if you have the time, you might not have the knowledge, tools, or patience to do so.