Bo Banner, CFP® | Wealth Strategies⁠  

🏈 Background & Philosophy:

My time in professional sports taught me that real success doesn't come from market timing or sporadic brilliance, it comes from radical consistency, discipline, and a sound blueprint. My role isn't to predict markets, but to build a process that gives you the highest probability of reaching your goals in any environment.  

🏢 Who I Serve:

Incorporated Business Owners (CCPCs): Tax efficient surplus extraction, salary vs. dividend optimization, and retained earnings strategies ($250k–$1M+ gross revenue).  

Retirees & High-Earning Families: Designing 20+ year tax smart decumulation maps so you can enjoy your lifestyle today without outliving your capital.  

🤝 How We Work:

I operate an independent boutique practice with intentionally limited client capacity, built specifically for engaged, responsive delegators.  

📍Based in Whistler, BC

Disclaimer: Mutual Funds, exempt market products, and ETFs are offered through Investia Financial Services Inc.