CFP®, CIM®, RIS
Conseiller en placement
Prior to joining Wellington-Altus, Ben has spent the past 20 years gaining extensive experience helping clients identify and achieve their financial goals. As an advisor, Ben focuses on creating customized strategies for clients at every stage of their life, through an investment approach that emphasizes discipline, prudence, and value.
Ben is proud to work for an organization that is committed to providing comprehensive, easy-to-understand financial advice to clients, while also sharing his commitment to corporate, social, and environmental responsibility. As part of this commitment, Ben is also known for the Socially Responsible Investing (SRI) specialization he provides clients.
Ben has a Bachelor of Arts in Political Science and holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designation.
Outside of the office, Ben studies classical and jazz guitar, and enjoys hiking on Vancouver Island.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.