With RBC Dominion Securities since 2001, Ben brings over 25 years of experience in the financial services industry to his work with AMB Wealth Management.
Formerly an institutional equity trader and investment analyst for Alberta’s second largest pension fund, he opened the Edmonton office for the private client investment division of a large Canadian bank as an investment counselor.
Ben’s extensive industry experience includes working with high net worth individuals, business owners, corporations, associations and charitable organizations. He believes the key to successful investing is the creation of an investment plan that is unique to his clients’ goals and objectives.
His disciplined process of regular monitoring and review takes the emotion out of investing and helps his clients achieve their financial goals.
Ben holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Edmonton CFA Society.
