Financial Services

You are unique.

Your investment and financial plan should revolve around you. We strive to truly understand your financial goals and objectives, then build a highly sophisticated plan to meet your needs.

We don't just point people in the right direction and wish them luck. We know that life has a habit of changing. Markets can change, legislation can change, health can change and client goals can change. Part of our job is to work with clients and adjust their strategy as required to ensure they can navigate these changes and still end up where they want to be.

What we do

We provide a range of services to help bring your financial well-being into focus.

Portfolio Management

Ben provides private wealth management through his association with Guardian Capital Group and Cumberland Private Wealth Management. He collaborates with discretionary wealth managers to provide an advisory management team to ensure principal protection while continuing to provide for growth and income.

Financial Planning

A core of a financial plan is clearly defined goals, whether this is preparing a college fund, buying a home, starting a business, retiring on time, or leaving a legacy. Ben will work-on-one to provide individualized and tailored strategies for your current and long-term monetary goals to ensure a smooth transition through life’s financial phases.

Retirement Planning

Retirement planning is a process that will determine your retirement income goals. Ben will help you to take the actions necessary to achieve those goals by identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.

Estate Planning

Estate planning involves determining how your assets will be preserved, managed, and distributed in the eventuality of incapacitation or death. Ben will help you to manage assets and financial obligations and prepare the bequest of assets to heirs and the settlement of estate taxes in collaboration with your attorney or one of his experienced partners in estate law.

Tax Planning

Tax planning involves the analysis of a financial situation to ensure that all elements work together to pay the lowest taxes possible. Ben and his associates will provide a plan to develop strategies consistent with your unique situation to ensure the best possible outcome that minimizes how much you pay in taxes using current government incentives, deductions, and credits.

Risk Management

Risk management is a defensive strategy to help you prepare for the unexpected. Ben and his associates will help you to identify, evaluate, and subjugate those risks, including avoidance, retention, sharing, transferring, and loss prevention and reduction.

Seminar/Webinar Presentations

Ben has been enhancing financial literacy through his role as an accomplished financial education seminar and webinar presenter. Through his associaltion with Acquaint Financial Education Ben has presented hundreds of seminars and webinars to employees worldwide.

We will custom-design your wealth management plan by focusing on the following.

Through years of experience, we've learned that the only way to successfully do this is to truly understand our clients — not just your finances, but also your day-to-day life.
Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want.

Call us today at 416-509-6503 to schedule your free consultation!