Bo Banner Wealth

Bo Banner Wealth

Categories

Finance & Insurance

About Us

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.

My Mission
To empower people to take control of their finances with clarity and confidence. My approach is practical, personal, and disciplined, built around your life, not a generic playbook.

Whether you're investing for growth, planning for retirement, or trying to get organized, I’m here to help you make smart financial decisions, grow your wealth, and build a life you’re proud of.

My Vision
To be the financial partner you trust for honest advice, grounded strategies, and ongoing support. Whether you're facing a major transition or simply want more control, I’ll guide you with clarity and consistency.

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.

If you’re serious about improving your financial life, let’s talk.

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Rep/Contact Info

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Bo Banner
Financial Planner, CFP®