Ben’s professional experience in the financial industry includes providing sales and advisory services to independent business owners, financial advisors, high-net-worth investors, and institutions. Ben strives to be a trusted Wealth Advisor and an active volunteer member in his community. With a focus on intergenerational wealth transfer and financial sustainability, Ben seeks to work closely with his clients over the long term, providing personalized and focused service. Additionally, Ben prides himself on adding value to his clients and to his community by providing tailored financial educational services where possible.
A graduate of Arizona State University with undergraduate degrees in human communication and design management – each with summa cum laude distinction, Ben also received his Certificate in Investment Foundation from the CFA Institute in 2018 and his Chartered Investment Manager designation in 2022. Ben is also currently working on an MBA in Leadership from Dalhousie University.
An amateur athlete and coach, Ben continues to be active in sport in his community. He has experience playing high-level hockey and golf with notable achievements being winning the SJHL Championship with the La Ronge Ice Wolves in 2010, winning an ACHA College Hockey Championship with ASU Sun Devils Hockey Team, and competing in the Canadian Mid-Amateur Golf Championships. He has volunteer and board experience with Ranch Ehrlo Society, Kids Sport, Golf Saskatchewan, and Saskatchewan Young Professionals & Entrepreneurs.