Your Personal CFO

My team and I deliver a disciplined, objective wealth management experience designed for established professionals, business owners, and those preparing for or living in retirement.

Rather than relying on packaged solutions or one-size-fits-all models, I offer a principled, data-driven approach grounded in long-term survivability, capital protection, and tax efficiency. Every portfolio is custom-built—tailored not just to risk tolerance, but to real-world cash flows, tax structure, and life priorities.

Serving as a personal CFO, I act as the integrator across my clients' financial lives. This structure eliminates the fragmentation that often leads to poor tax outcomes, misaligned strategies, or uncoordinated decision-making.

With a strong emphasis on stress-testing portfolios, managing tail risk, and incorporating uncorrelated exposures, I ensure clients are positioned not only for growth but for resilience in uncertain markets.

A member of the William Frenn Group at Manulife Wealth, Benjamin and his team have helped lead one of Canada's top-performing offices for over two decades by focusing on one goal: maximizing net return—after fees, after tax, and without unnecessary risk.