1 First Canadian Place
38th Floor, P.O. Box 150
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.
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.
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.
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.
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.
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.