A New Business Model for a New Day
CIM®, QAFP®, Managing Partner, Qopia Financial and Portfolio Manager at Aligned Capital Partners
Ben helps the disengaged investor reach their financial goals by taking the guesswork out of their investment strategy and bringing clarity to their financial plan.
From the beginning of his career, Ben’s biggest goal has been making sure clients feel like they have been given unbiased, expert advice.
Ben earned his Chartered Investment Manager (CIM®) designation and is registered with IIROC as a Portfolio Manager with Aligned Capital Partners Inc. He specializes in investment strategies tailored to affluent clients and has the ability to conduct discretionary portfolio management. Being options licensed allows Ben to offer clients another investment solution to assist in increasing their income stream at retirement. He is also well versed in financial planning, holding the Qualified Associate Financial Planning Designation (QAFP®) in helping clients plan holistically.
Ben’s passion is to help clients reach their financial goals and bring clarity to their investment concerns by designing a properly positioned portfolio based on their needs. For improved transparency, he manages client accounts on a fee for service basis (through Aligned Capital Partners Inc.). Clients can find complete financial service with KL Advisory for their financial planning, wealth management, insurance planning, and group insurance needs. Likewise, through Aligned Capital Partners Inc., clients have access to services of an all-in-one investment brokerage.