Ben is new to the industry, but his enthusiasm and dedication to excellence are already clearly evident, making him a delight to have around the office. He is currently working towards achieving the Certified Financial Planner (CFP) designation, and his LLQP Life and Accident and Sickness licence. His responsibilities include IT and client care for select clients. His commitment to integrity, hard work, and creative service make him an excellent addition to our team. While the time commitment necessary to work toward the CFP designation doesn’t allow for much spare time, he enjoys reading, gaming and snowboarding when he gets the chance.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.