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"I like to spend time with my clients and their families on their turf in order to get an up close and personal view of their world. This frequently provides a better understanding of circumstances than does a formal office visit. It also encourages mutual understanding."
Ben is a highly knowledgeable investment advisor who has been recognized both provincially and nationally as a "Credential Top Performer" on multiple occasions. He also used to own and operate his own business, giving him first-hand experience in understanding business clients' financing needs. Prior to his time in the financial industry, Ben was an Executive Chef which taught him a lot about working under pressure and provided the organizational and creative problem-solving skills that help him find the right recipe for success for clients today.
Ultimately though, Ben is a people person who sincerely cares about his clients and has a passion for helping them achieve their life goals. "I don’t let investment jargon get in the way of doing what's right for my clients. I take considerable pride in being professional and down-to-earth, while making complicated investment concepts easy to understand."
As an Investment Advisor, Ben can provide a combination of personalized advice and access to a full suite of investment products through Credential Securities, including mutual funds†, stocks†, bonds†, exchange-traded funds† (ETFs) and more.
† Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Insurance services provided by BlueShore Wealth.