Ben brings over 18 years of investment industry experience with key focus on global portfolio construction and comprehensive wealth management to his role as an Investment Counsellor with RBC PH&N Investment Counsel.
Ben draws upon his extensive experience in the areas of multi-asset portfolio construction, global equity and fixed income analysis and global private banking to construct customized portfolios based on his clients’ financial circumstances, investment objectives and long-term goals. He also collaborates with in-house tax and estate specialists to ensure delivery of a sophisticated and comprehensive wealth management experience.
Prior to joining RBC PH&N Investment Counsel, Ben was an Investment Counsellor with a global private bank where he worked exclusively with ultra high net worth individuals, family office clients and foundations. In this role, he was the trusted advisor for multi asset investment strategies and responsible for implementation of investment portfolios across all asset classes including traditional assets via discretionary portfolios, hedge funds, private equity and real estate. Ben also worked in the global bank’s Los Angeles office before relocating back to Vancouver to spend time with his family.
Ben holds the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and CFA Vancouver Society. Outside of work, he enjoys skiing, cycling and yoga. Originally from North Shore, Ben now resides in Kitsilano.
