Our team is here to help you manage your wealth aligned with your personal circumstance and the shifting economic landscape.

We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients. The client driven focus allows us to excel at providing financial and investment advice that is bespoke to our individual clients.

team member

Ben Reale, CFP


Ben is a CERTIFIED FINANCIAL PLANNING (CFP®) professional registered with FP Canada.

Ben also holds a Level II Life License and has been a fee-based practicing financial planner since 2005.

Ben’s philosophy:

Ben’s 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.

team member

Claudia Reale

Client Relationship Manager

Claudia works alongside Ben as a relationship manager and helping to ensure that the day to day operations of Ben Reale & Associates run smoothly.

I'm happy with the team relationship that Ben Reale is building with me. It's the approach I always wanted with an advisor.

Mohammad ShadBusiness Owner