BA, CIM, FCSI, FEA
Wealth Advisor, Portfolio Manager
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Ben is a Portfolio Manager and Discretionary Wealth Advisor with BMO Nesbitt Burns. He has been providing wealth management solutions for select families, individuals and corporations since Feb 1998. Ben earned his BA in economics from Queen's University in Kingston, Ontario. Ben is a Fellow of the Canadian Securities Institute. As a believer in constantly learning he has recently furthered his education by becoming the first BMO Nesbitt Burns Advisor to have completed the Family Enterprise Advisors Program at the Sauder School of Business. He has also passed the Chartered Financial Advisor (CFA) Level 1.
Ben believes in a proactive management style working collaboratively with clients and other discipline experts empowering clients to make integrated and informed decisions.
Ben and his wife Pam have three children, one daughter and two sons. He was born in London, England and raised in Vancouver attending St. George's School. Ben enjoys playing rugby, now "touch", windsurfing and tennis. He is also an avid reader and coaches his kids' soccer teams.