Ben joined PWL Capital in July 2017 after working for several large financial institutions in various compliance roles. He completed his Bachelor of Commerce at Carleton University and returned to the Ottawa area in 2017 after several years working in the greater Toronto area. Ben was keen to join the team at PWL Capital based on the client-first approach and the disciplined academic investment philosophy.

Ben was exposed to the wealth management industry at a young age as his father worked as a financial advisor in the Ottawa Valley. This early exposure sparked Ben’s passion to pursue a career in the financial services industry.

Ben is focused on providing clients with the utmost level of service by building a rapport with each client and providing them with investment advice and financial planning projections tailored to their unique circumstances. He is passionate about helping clients reach their goals by providing ongoing advice and coaching while focusing on our disciplined investment approach. Ben obtained his CFP certification in 2020.

Ben’s credentials include:

  • Bachelor of Commerce – Carleton University
  • CFP Certification
  • CIM® Designation

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We offer comprehensive Wealth Management services to families accross Canada.

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