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Contact Us

Ben Keller
Andrew Sipes
Sarita Sharma

Tel: 416-359-4594

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map


We think differently

Ben Keller advised institutional traders and portfolio managers in financial markets for over a decade. Leading the Keller Advisory Group of BMO Nesbitt Burns, Ben manages over $250 million for business owners, professionals and entities such as universities, municipalities and other non-profit organizations.

 


Simplify

You will always get the truth, in plain English. We focus on the issues that matter most to you and communicate in terms you can understand. 
 

Tax Efficient

A common thread in all we do is to consider the "after tax" implications of all decisions. Investment and estate plans are centered around helping minimize taxes and maximizing the wealth passed on to the next generation.
 

Depth of Expertise

We provide guidance to help our clients protect and build wealth in order to prepare for decades of retirement. Along the way, we draw on the expertise of our partners within BMO in areas such as financial planning, investments, estate & tax planning, insurance, lending and banking.
 

Risk-Focused

Our approach to investing begins and ends with consideration of risk, which we believe is opposite to conventional wisdom. We also believe in full transparency around fees and a value approach to managing investments with an emphasis on global diversification.
 

Credentials

Ben has been a Chartered Financial Analyst (CFA) Charterholder for over 10 years. The CFA is seen worldwide as the most highly respected designation in the investment management industry. All CFA Charterholders have a duty to act for the benefit of their clients and place their clients' interests before their employer's or their own interests.


We would welcome an introductory conversation.