Knowledgeable financial adviceLong-term client relationshipResponsive to needsPatient and kindThorough answersEmpathetic guidanceTailored investment plansGreat risk mitigation planInformative and supportiveAvailable for questions
About this business
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.
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.
Frequently asked questions
7 questions
What do clients say about Ben Banks, Sun Life Financial advisor's expertise in financial planning?
Clients frequently praise Ben for his knowledgeable and empathetic approach to financial planning. They highlight his ability to tailor investment and retirement plans to individual needs, showcasing his extensive experience in the field.
Does Ben Banks, Sun Life Financial advisor offer help with college fund setup?
Yes, Ben offers services for college fund setup, including plan consultation, educational savings accounts, and scholarship planning. His clients appreciate his thorough guidance in these areas, making the process easier for families.
What are the hours for Ben Banks, Sun Life Financial advisor?
The hours are as follows: Monday: 9:00 AM-4:30 PM, Tuesday: 9:00 AM-4:30 PM, Wednesday: 9:00 AM-4:30 PM, Thursday: 9:00 AM-4:30 PM, Friday: 9:00 AM-3:00 PM, Saturday: Closed, Sunday: Closed.
Can I get investment planning assistance from Ben Banks, Sun Life Financial advisor?
Absolutely, Ben provides investment planning as part of his financial advisory services. Clients have expressed satisfaction with his tailored strategies that align with their financial goals.
What do Ben Banks, Sun Life Financial advisor clients say about the service they receive?
Clients consistently mention Ben's patience, thoroughness, and responsiveness. Many appreciate his ability to listen and provide sound advice, making them feel supported in their financial decisions.
How does Ben Banks, Sun Life Financial advisor approach retirement planning?
Ben offers comprehensive retirement planning services, focusing on creating personalized strategies for clients. His experience and attention to detail have earned him high praise from clients who value his expertise.
Where is Ben Banks, Sun Life Financial advisor located?
441 5 Ave SW Suite 550, Calgary, AB T2P 2V1, Canada
Location & directions
Calgary, Alberta
Ben Banks, Sun Life Financial advisor
Financial Consultant
Address
441 5 Ave SW Suite 550, Calgary, AB T2P 2V1, Canada