Advisor Services Lead, Associate Portfolio Manager, CFP®, CIM® Ben Wilson Ben works closely with clients to help them reach their goals through our disciplined investment approach and ongoing financial planning. He completed his BComm at Carleton University and obtained the CFP® certification in 2020. contact Menu contact contact 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 Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastSocial MediaRational Reminder CommunityMedia and PressGoogleOtherInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ