Ben approaches wealth management with a strong emphasis on building meaningful relationships and understanding each client’s unique story. As a Wealth Advisor, he supports portfolio management through research and analysis, while helping clients align their financial decisions with their long-term goals. Guided by integrity, clarity, and a commitment to acting in his clients’ best interests, Ben focuses on delivering thoughtful, evidence-based advice grounded in trust.
Ben holds a Bachelor of Computing and Financial Management from the University of Waterloo and has passed the CFA Level III exam, working toward completing his designation. His experience across the financial industry, including M&A, sales and trading, and commercial banking, provides a well-rounded perspective in his work. Outside the office, Ben enjoys spending time with his wife, cooking, biking, studying theology, and serving in his local church.