Powerful Retirement Strategies...

Navigating the complex world of retirement planning is challenging. At Banks Financial, we help you make sense of it all and implement strategies and tools to help you maximize your government benefits and retirement income.

Our Team

We know that conversations and decisions about your financial future can be difficult...even uncomfortable. At Banks Financial we focus on helping you understand your options, identify your needs and wants and set realistic and achievable goals for you and your family.

Articles & Links

Named Beneficiary

The value of naming a beneficiary can be significant. It can avoid the delays of settling the estate including estate litigation (such as will challenges) and you also bypass probate and other estate administration fees.

Focused Investing

A goals-based approach targets financial planning to meet objectives throughout life. Strategies, skillfully implemented, can help you reach your goals and achieve your financial dreams for the future.

Client-specific solutions:

 

  • Written Personal Plan

  • Retirement strategies

  • Probate minimization

  • Tax efficient income

  • Lifetime Guaranteed Income

  • Maximize Estate Values

  • Tax-free Corporate Accounts

Testimonials

At Banks Financial our clients' satisfaction is our ONLY business. Let them tell you how we help that happen.

© 2020 by Banks Financial

Banks Financial​


Office: 905-690-5054
Email: admin@banksfinancial.ca
Address: 50 Coreslab Drive
Flamborough, ON L9H 0B2
Canada

Contact Us
Designation
ClientAccess