What you don’t change, you choose.

invest in your tomorrow

Most people worry about the risk of doing something new. But they often forget something just as important: the risk of doing nothing.

At Bo Banner Wealth, I help you overcome the friction of inaction. Because when it comes to your financial future, no decision is a decision.

At Bo Banner Wealth

My Mission: To empower individuals, families, and business owners to take control of their finances with clarity and confidence. My approach is practical, personal, and disciplined, built to match your unique situation, not a generic playbook.

I want to help you make smart financial choices, grow your wealth, and build a life you can look back on with pride.

My Vision: To be the financial partner you trust for honest advice, grounded strategies, and ongoing support. Whether you’re facing life’s big transitions or day-to-day questions, I’ll be there to help you navigate with confidence.

Bo Banner

My time in professional sports taught me the value of discipline, teamwork, and clear strategy, which I bring into my work as a financial advisor.

I live in Whistler, BC, with my amazing wife, where we embrace the adventure of life together. When I’m not helping clients, you can find me coaching youth basketball, riding my snowmobile, or enjoying a strong morning coffee.

If you're serious about improving your financial life, I’d be happy to help build a plan that works for you. If not, no hard feelings, don’t waste your time (or mine).

Core Values

  • No jargon. No fluff. Just clear advice.

  • No cookie-cutter plans. Everything is built around you.

  • I’m in this with you, for the long haul.

  • I break down complex ideas so you can act with confidence.

  • Relationships matter more than transactions.

  • I'm here when it counts most.

Ongoing Investment

Ongoing investment management means more than just watching the markets. 

You get:

Regular portfolio reviews to keep your investments aligned with your goals.

Rebalancing to stay on track through market ups and downs.

Proactive updates when the market shifts or new opportunities arise.

Personalized advice as your life evolves, new job, home, business, or major purchase.

Tax-smart strategies to help you grow and protect your wealth.

All the admin handled, so you can focus on your goals, not the paperwork.

  • Fee Structure

    • 1.00% on assets $0 – $999,999

    • 0.90% on assets $1,000,000 – $1,999,999

    • 0.80% on assets $2,000,000 – $2,999,999

    • 0.70% on assets $3,000,000 – $3,999,999

    • 0.60% on assets $4,000,000 – $4,999,999

    • 0.50% on assets $5,000,000 and above

    Management Expense Ratio (MER): Ranges from 0.54% to 1.10%, depending on the portfolio.

  • Custom life, disability, and critical illness coverage to protect your future. I help you navigate options, structures, and underwriting.

    Reach out for a sample plan.

  • Integrated strategies for income, tax efficiency, and lifestyle design so you can retire with clarity and flexibility.

    Reach out for a sample plan.

  • Plans built to grow, protect, and pass on your wealth. Strategic, personalized, and forward-thinking.

    Reach out for a sample plan.

FAQs

    • There is no strict minimum investment requirement, as it varies between $0 and $100,000. I work with individuals at all stages of their financial journey, tailoring strategies to meet their unique needs

  • My fees are transparent. I offer asset-based fees for investments.

  • Yes. I can audit your current portfolio or insurance policies, provide a second opinion, and ensure your strategies align with your goals.

  • I build risk-adjusted portfolios around your short, medium, and long-term goals. Whether you prefer passive, active, or socially responsible investing, your portfolio evolves with your life.

  • Yes, I work with clients both in-person and virtually to accommodate their schedules.

  • Regular reviews are conducted semi annually, with additional meetings as needed.

  • I focus on building long-term relationships with a personalized and transparent approach. No cookie-cutter strategies, I provide advice that works in real life.

  • It all starts with a conversation. Book a free consultation, and we’ll talk about your goals, challenges, and next steps to get you on track.

Contact Me

Wealth does not happen by accident — it is built with the right plan and the right guide. Connect with Bo Banner Wealth today and take the first step toward the future you deserve.  

Affiliates

Canadian Investment Regulatory Organization

The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory body overseeing investment and mutual fund dealers in Canada. Formed in 2023 through the merger of IIROC and MFDA, CIRO enforces compliance, investor protection, and industry standards under the authority of the Canadian Securities Administrators (CSA) to ensure market integrity.

Investia Financial Services 

Investia Financial Services, a division of iA Financial Group, is a Canadian investment dealer offering mutual funds, segregated funds, GICs, and more through independent advisors. Regulated by CIRO, Investia provides personalized financial planning, wealth management, and retirement solutions to help clients achieve long-term financial goals.

HUB Financial Inc.

HUB Financial Inc., a leading Canadian managing general agency (MGA) and part of HUB International, provides insurance, investment, and wealth management solutions to independent advisors. It offers access to major insurance carriers, technology, compliance support, and training, helping advisors deliver comprehensive financial solutions.