Since 2005, Ben has been providing his clients with a personalized and holistic approach to financial services. As a CIBC Imperial Service Financial Advisor, Ben builds meaningful relationships with his clients and develops tailored financial plans to help them achieve their goals.
Whether it's day-to-day banking for yourself or your business, or setting-up a mortgage to help you buy a new property, Ben works one-on-one with his clients, maintaining the highest levels of professionalism and service.
As a primary point of contact for all dealings with the bank, Ben becomes "your banker", helping you navigate through financial services, and working closely with your other advisors & partners to ensure your credit plans are in-line with your retirement, investment, tax, and estate plans. Ben graduated from Ryerson University with a Bachelors of Commerce Degree in Economics and Management Science. In addition to mortgages and day-to-day personal and business banking services, Ben provides comprehensive wealth management services including investment advice and retirement planning and is a registered representative with Investment Industry Regulatory Organization of Canada (IIROC).
“Being a member of TRP means so much to me, my business, and my clients. It means that I have access to a group of experienced professionals, experts in their fields, who provide exceptional service to my clients, help me to improve my business, and share quality referrals with each other.”