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Since 1998,
Ben has been helping people navigate the world of investing and
guiding them through opportunities and pitfalls with one goal in mind,
to help them make money. Whether you are a “hands on” investor with a
custom portfolio created by Ben, or a more passive investor with a
managed portfolio, you will receive the same high level of customized
service.
“My clients can always count on me to be a sounding board for their investment ideas and financial needs. Whether you are in need of investment advice, estate planning, or tax planning as a client you will receive top notch advice for your individual situation.”
Ben believes that there is a silver lining in any investment. This belief coupled with seasoned investment knowledge, and peppered with a few corny jokes, will make you feel comfortable having Ben as your guide through the world of investing.
Just in case you haven’t heard enough about Ben…
Born and raised in Kelowna BC. Ben set out and earned a Bachelor of Commerce degree from The University of Victoria. After his time in Victoria, Ben continued on with his studies at Chulalongkorn University in Bangkok Thailand where he studied International Finance. Once Ben completed his formal education he moved back to Kelowna and settled down at National Bank Financial and has been an Investment Advisor there ever since. Ben is believer in life-long learning and has demonstrated his commitment to this by obtaining numerous designations over his career. He currently is a Fellow of the Canadian Securities Institute (FCSI) as well as a Chartered Investment Manager (CIM).
When he is
not at work, you can find Ben in the mountains surrounding the
Okanagan either on his bike or a pair of skis. He has two wonderful
girls and a fabulous wife.