Ben builds and executes trades according to client needs while also implementing block policy trades and asset-mix shifts. He is a primary contact for Investment Counsellor teams to discuss efficient portfolio construction and risk management.

In addition to his time at BMO, Ben has over a decade of experience supporting High Net Worth and Ultra High Net Worth clients while working in Luxembourg, Vancouver, Montreal and Toronto. He works with a client-centric approach to provide our clients with the high levels of service and advice they demand.

Currently a resident of Toronto and previously calling Germany, France and Sweden home – Ben is relocating back to Kelowna where he was born and raised.
He has a Bachelor of Commerce from Dalhousie University and completed Masters of International Business courses at the Stockholm School of Economics. He is an active CFA charter holder and speaks fluent German and French.

In his free time, Ben enjoys running, playing piano, travelling, and dabbling in learning Mandarin and Korean