Equipped with the Chartered Financial Analyst (CFA) designation
and a background as an Institutional Equity Trader and Analyst for Alberta’s second largest pension fund, Ben Benedetto brings institutional experience and expertise to the individual client experience.
Specifically, as an accredited Portfolio Manager, Ben is able to offer investment management on a discretionary basis. With discretionary investment management, clients are actively involved in setting overall strategy, including investment objectives and policy, while the day-to-day tactical decisions are left to a professional Portfolio Manager.
This premium service, Private Investment Management, is specifically designed to meet the needs of individuals, families, businesses and other organizations requiring the highest calibre of investment management and wealth management. With this service, you can be confident that your portfolio will be managed according to strict standards set in advance and closely monitored, both by Ben and an independent risk management group.