What you don’t change, you choose.

At Bo Banner Wealth, my mission is simple: To empower you, whether you are an individual, family, or business owner to take control of your financial future with precision and confidence. I take a pragmatic, personalized approach to financial advice, investment planning, and risk protection that fits your idiosyncratic needs. My goal is to help you make prudent financial decisions and build a future you can look back on and feel proud about.

At Bo Banner Wealth

My vision is to be your go-to financial partner, offering honest advice, practical solutions, and ongoing support to help you thrive in every stage of your life. I want to have your back and be there for you, providing unparalleled service and expertise to help you navigate life's financial challenges with confidence and peace of mind.

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Bo Banner

My mission is simple: help you take control of your finances so you can focus on what really matters, whether that’s family, business, or adventure. My time in professional sports taught me the value of discipline, strategy, and teamwork, skills I now bring to financial planning.

I’m lucky to call Whistler, BC home, where I live with my amazing wife. When I’m not working with clients, you’ll probably find me out on my snowmobile, coaching youth basketball, or enjoying a strong morning coffee (a must-have in my routine).

If you are serious about elevating your financial life I would be more then happy to work together to create a financial plan that truly works for you, if not, please do not waste my or your time.

Core Values

  • Clear, straightforward advice with no hidden agendas.

  • Your goals, your plan, tailored for you.

  • Your success is my top priority.

  • Financial planning made simple and actionable.

  • Building relationships that last.

  • I have got your back, always.

My Services

Comprehensive Financial Analysis

Comprehensive financial analysis covering cash flow, investments, retirement planning, insurance, tax efficiency, and estate planning, designed to provide clarity and confidence.

Personalized strategies tailored to align with your short-term needs and long-term financial goals, ensuring sustainable growth and security.

Investments

I design and manage investment portfolios tailored to your goals and risk tolerance, whether you prefer a passive, active, or responsible investing approach.

My focus is on creating diversified strategies that evolve with you over time, ensuring long-term growth and financial security in any market condition. Fees are structured to provide value, with competitive rates based on household asset levels.

Hourly Financial Analysis

Personalized one-on-one consultations designed to provide clarity, actionable steps, and tailored financial strategies, empowering you to make informed decisions with confidence.

Insurance

Tailored life, critical illness, and disability insurance solutions designed to safeguard you and your loved ones.

I provide expert guidance on different insurance types, underwriting procedures, and policy structures, ensuring you make informed decisions that offer long-term financial security and peace of mind

Retirement

Comprehensive retirement strategies designed to secure a comfortable and sustainable lifestyle, integrating personalized financial advice, tax efficiency, investment planning, and risk protection.

Enjoy financial confidence, long-term growth, and the flexibility to live retirement on your terms.

Tax

Comprehensive, strategic planning to maximize tax savings, optimize wealth accumulation, and enhance investment efficiency.

My tailored approach integrates risk management, financial growth, and legacy planning, ensuring long-term security for you, your business, and future generations.

Comprehensive Financial Analysis

Comprehensive financial analysis tailored to your unique situation, allowing you to focus on what truly matters in life.

  • The cost ranges from $750 to $1,500, depending on the complexity of your financial situation.

    Feel free to email me for a sample financial plan.

Ongoing Investment Management

Fee-based model with competitive rates aligned to your asset levels, ensuring your money works for you while you enjoy peace of mind.

  • 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.

Hourly Financial Consulting

Personalized financial guidance tailored to your needs, empowering you to make informed decisions with confidence while having a trusted professional as your sounding board.

  • $75 - $150 per hour for personalized advice.

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 and customized to fit your needs. I offer flat fees for financial analysis and planning, asset-based fees for investment management, and hourly consulting for personalized guidance.

  • Yes, I offer personalized guidance and strategic insights tailored to your existing investments or insurance. We can audit your portfolio and policies, compare options, and ensure your beneficiaries are up to date.

  • I develop short, medium, and long-term risk-adjusted strategies tailored to your unique financial goals, whether your investments are passive, active, or aligned with responsible investing principles.

  • 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, just financial advice that works for your 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

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.

Fidelity Investments

Fidelity Canada, a subsidiary of Fidelity Investments, offers mutual funds, ETFs, and institutional investment solutions for individuals, advisors, and institutions. With a focus on active management, research-driven strategies, and long-term wealth growth, Fidelity provides retirement planning, managed portfolios, and tax-efficient investment options to help Canadians achieve their 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.