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  1. CA
  2. AB
  3. Calgary
Ben Banks, Sun Life Financial advisor
Ben Banks, Sun Life Financial advisor
Ben Banks, Sun Life Financial advisor
Ben Banks, Sun Life Financial advisor

Ben Banks, Sun Life Financial advisor

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Open  9:00 AM - 4:30 PM now
441 5 Ave SW Suite 550, Calgary, AB T2P 2V1, Canada Get Directions
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ABOUT   Services Excellence Summary

As a Sun Life Financial advisor at Ben Banks, my vision is to enable clients to transform their lives and improve their financial knowledge. The company's mission is to impact the community. In my capacity as a financial expert, I aim to deliver success to you. My two and a half decades in financial planning favor me in several ways. My journey began in financial services 24 years ago, specifically in 1997. My clients hail from Calgary and the regions contiguous. I have additional permits to operate in British Columbia. I offer advice to persons from BC and Alberta and other areas.

 

SUMMARY   Reviews Summary

Ben continually receives the highest marks for his financial advice and support. Almost every aspect of his work stands out from his kindness and patience to how responsive he is. Clients that have worked with him for years view him as a great financial advisor and feel like he is part of their household. He showed empathy and put in an extra effort to create a retirement plan suitable for them. Considering the client's busy schedules of the clients of work, he was able to conduct extensive research and put together a diversified investment plan. Ben's positive attitude and commitment to making a proficient, respectful, and helpful environment make him an exceptional financial advisor. Furthermore, his performance and attitude are entirely aligned. The client is well-acquainted with the financial field, so this decision is significant. And they don't just blindly accept what he tells them, their opinions and suggestions are taken into account. Feedback is regularly requested and accepted. Our client points out that Ben is much more than an advisory one, further strengthening their relationship. This is shown through their support system and their long-term connection. If you want an empathetic and knowledgeable person, give Ben a try, and you won't regret it. The writer calls the professional a good fit for their family members and recommends this to their loved ones.

 

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John Doe left a 5 star review
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Ben Banks, Sun Life Financial advisor Reviews: 9. Average Rating: 5.0

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John Doe left a 5 star review
★★★★★
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