Benke & Associates - HP

Benke & Associates: Helping you feel confident about what’s ahead

At Benke & Associates, our goal is to create financial relationships that last a lifetime.

We’ve spent decades helping families make confident decisions about their money. From retirement questions to big life transitions, clients come here for guidance they can actually understand and planning that makes a measurable difference in their lives.

Based in London, Ontario and working closely with families in London, St. Thomas and surrounding communities, Benke & Associates focuses on something simple but powerful: helping people feel secure in the future they’re building.

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A financial planner families trust for generations

Trust doesn’t happen overnight.

Many families have worked with Benke & Associates for decades, often introducing their children and grandchildren along the way. That continuity has created relationships that span generations.

What this means is that the team understands the full story behind a family’s financial life: the wealth they’ve built, the milestones they’ve reached, and the legacy they want to leave behind.

This kind of long-term relationship brings valuable stability to people’s lives. When questions come up, clients already know who to call.

Reliable guidance when life presents big decisions

Every financial life includes moments when the stakes feel higher.

Selling a home. Approaching retirement. Receiving an inheritance. Managing a large lump sum. Deciding what comes next after a major milestone.

These are the moments when experienced guidance matters most.

Benke & Associates helps clients navigate these transitions with steady advice and practical planning. They help make big decisions feel manageable.

Who we help

We work with individuals and families who value thoughtful financial advice and long-term relationships. Whether you’re planning for retirement or navigating a big money moment, we provide the careful oversight and strategic planning you need. 

Pre-retirees and retirees

Pre-retirees and retirees

Working families

Working families

Women in all stages of life

Women in all stages of life

Couples preparing for the next chapter

Couples preparing for the next chapter

People in big life money moments

People in big life money moments

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What we do

Benke & Associates provides comprehensive financial planning designed to keep every part of your financial life aligned:

Retirement planning

Retirement planning helps answer one of life’s biggest questions: does the future you’re imagining actually work?

We help clients understand their retirement income, investment structure, and long-term spending so they can see what their lifestyle can support.We give clients the certainty they need in order to get what they really want out of life.

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Tax planning

Taxes are one of the most important factors shaping long-term wealth.

Effective tax planning focuses on structuring investments, income, and withdrawals in ways that support long-term financial efficiency. When done properly, it helps families keep more of what they’ve built and avoid unnecessary surprises later.

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Estate planning

Estate planning helps ensure that wealth moves intentionally to the people and causes that matter most.

This includes coordinating wills, beneficiary structures, and long-term wealth transfer strategies so families can protect their legacy and keep things as simple as possible for the next generation.

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Investment planning

Investment planning focuses on building portfolios that support long-term goals rather than reacting to short-term market noise.

Clients receive guidance designed to keep them aligned with their plan, even when markets become unpredictable. Staying grounded during those moments is often one of the most important parts of long-term success.

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Charitable giving

For many families, wealth is also a way to give back to their communities.

Charitable planning helps clients give intentionally while aligning donations with their broader financial strategy. The result can create meaningful impact while maintaining long-term financial balance.

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Insurance planning

Insurance planning helps protect the financial plan when life takes unexpected turns.

By reviewing coverage carefully, families can ensure that their wealth, income, and long-term goals remain protected through life’s uncertainties.

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Mortgages and cashflow planning

Mortgages and cashflow planning

Cash flow planning connects everyday financial decisions with long-term goals.

From managing mortgages to structuring spending and saving habits, these strategies help ensure that today’s decisions support tomorrow’s opportunities.

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