Works to help successful families facing growing financial responsibilities who need clear, straightforward financial advice in finding the right investments that fit their life’s goals.
Ben is a 25-year veteran in the Financial Services Industry. He received a Commerce Degree from the University of Victoria and attended University in Thailand studying International Finance. Ben is a Fellow of the Canadian Securities Institute (FCSI) who holds the Chartered Investment Manager designation (CIM) and strives to deeply serve investors.
Ben is goal oriented and is dedicated to helping people when they need it the most.
When not helping clients, Ben feeds his adventurous spirit by Mountain Biking, Paddle Boarding, Skiing, and working out with his family. Ben is an active volunteer who supports and maintains hiking and biking trails with the Friends of the South Slopes Society. Ben spends most of his free time reading about the markets and living a physically active lifestyle with his friends and family.
Ben’s lifelong passion for learning and sports has taught him the importance of dedication in crafting his fundamental skills. If you are in need of assistance with investing, or need a second opinion on your current investments, Ben would be more than happy to sit down with you and discuss your life goals and objectives.