Ben began his career with a major Canadian bank, building client service experience before moving into wealth management and investment planning. He joined the Beaches Financial Group in 2006, from another major wealth management firm, with a strong foundation in financial planning and investment management. He assists the group in staying current on economic and market trends. In consultation with the group, he helps to direct overall market strategy, reviews individual portfolios and prepares strategies tailored to the individual needs of our clients. Ben has completed numerous industry certifications and courses, is insurance licensed and has plan to enroll in the Chartered Financial Analyst program.
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