Bo Banner Wealth

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.
If not, no hard feelings. Please don’t waste your time or mine.

Check out my Free Services and Sample Plans here: https://www.bobannerwealth.com/contact

Let’s connect.
• Email: bo@bobannerwealth.com
• Phone: 236-862-0480
• Featured in the Globe & Mail