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.
bo@bobannerwealth.com
(236) 862 0480
Not ready to commit? No problem.
Complimentary Financial Health Check
Get clear on where you stand and where to go next.
In a focused 30-minute session, we will map out your current situation and highlight the next steps that move you forward.
Free Insurance Needs Snapshot
Protect the people and goals that matter most.
I will assess your coverage needs and show you exactly how much insurance makes sense, nothing more, nothing less.
Free Portfolio Audit
Are your investments built for performance, or sitting idle?
I will break down what is working, what is costing you, and where the gaps are. You will get a one-page summary you can understand and act on.
Second Opinion
Because “good enough” isn't always good.
Already working with someone? I will review your plan or portfolio and provide honest, pressure-free feedback. Sometimes a second set of eyes makes all the difference.
Sample Plans
These free services are designed to help you gain clarity, confidence, and control without pressure or obligation. Whether you’re just starting out or already working with someone else, each offering gives you real insight and practical next steps to move forward financially. Here's what’s available:
15-Minute Ask Me Anything Call
One question can change your entire approach.
TFSAs, RRSPs, insurance, investing, ask anything. You will get straight answers and real insight, no sales pitch or obligation.