Ben is a CERTIFIED FINANCIAL PLANNING (CFPģ) professional registered with the Financial Planning Standards Council (Canada). Ben also holds a Level II Life License and his been a fee-based practicing financial planner since 1993. Along with his wife Claudia Reale, who manages client relations, together they have served hundreds of Canadian families with their financial planning needs.
Benís approach to the financial planning process can be best described as collaborative. He believes that the best way to help individuals reach their financial goals is to get to know them first. Ben prides himself on building practice-focused relationships, he has dedicated clients who have remained with him since their first meeting.