Why Benjamin

The Right Advisor Makes All the Difference

A rare combination of military discipline, institutional-grade financial training, and a proven track record at Canada's top-performing wealth management office.

Background
A Path Built on Discipline and Conviction

Benjamin's career began with six years of service in the Canadian Armed Forces. As a veteran, he developed the discipline, accountability, and structured thinking that define his approach to wealth management today. While serving, he earned an Honours BBA in Finance and Economics from the University of New Brunswick—building expertise in portfolio theory, derivatives pricing, and taxation alongside the demands of military life.

Transitioning into finance, Benjamin honed his craft at National Bank Financial as a Wealth Management Associate—preparing retirement plans, executing securities transactions, and managing client portfolios under strict regulatory standards. Today, as an Investment Advisor with the William Frenn Group at Manulife Wealth, he is part of a team that has led Canada's top-performing office for over two decades. That standing was not achieved through proprietary products or short-term tactics, but through disciplined execution, independent thinking, and a relentless focus on client outcomes.

Portfolio growth

Proven Results at the Highest Level

Member of the William Frenn Group—Canada's #1 ranked office for Manulife Wealth for over two decades. This isn't a claim; it's a consistent, measurable track record of outperformance.

Veteran-Built Work Ethic

As a Canadian Armed Forces veteran, Benjamin brings a level of discipline, accountability, and calm decision-making that translates directly into how he manages your financial well-being.

Focus on What You Keep

Most advisors focus on returns. Benjamin focuses on net results—after fees, after tax. The difference compounds dramatically over time. Intelligent tax management and fee discipline protect your wealth from silent erosion.

No Templates, No Packaged Products

Every portfolio is built from scratch. Your cash flows, tax structure, life priorities, and risk profile are the blueprints—not a model number from a product shelf.

Core Pillars
What Sets This Practice Apart
Three decades of office excellence built on principles that never go out of style.

Disciplined Execution

No speculation, no chasing trends. Rigorous, data-driven decisions executed with precision and patience. Markets reward discipline—not emotion.

Independent Thinking

Not tied to proprietary products or house models. Freedom to select the best instruments globally, aligned purely with your objectives.

Client-First Mandate

Your personal CFO. Every tax decision, every estate structure, every portfolio adjustment is measured against one question: does this improve your net outcome?

Honours BBA in Finance & Economics

University of New Brunswick · 2016–2020 · Bank of Canada Governor's Challenge Participant

A rigorous academic foundation in the quantitative and analytical skills that underpin every portfolio decision.

Investment Banking Mergers & Acquisitions Derivatives Pricing Advanced Statistics Econometrics Financial Statement Analysis Business & Personal Taxation Game Theory
Certifications
Professional Designations
Committed to the highest standards of professional excellence and regulatory compliance.

Chartered Investment Manager (CIM®)

Canadian Securities Institute · 2025

Advanced designation for investment management professionals, demonstrating expertise in portfolio management and wealth advisory.

Certificate in Advanced Investment Advice

Canadian Securities Institute · 2024

Professional certification covering advanced portfolio theory, financial planning, and regulatory compliance.

Securities Licensed

CIRO · CIPF

Fully licensed for securities dealing. Regulated by the Canadian Investment Regulatory Organization and protected by the Canadian Investor Protection Fund.

Bilingual Service

English · French

Fully bilingual advisory services available in both English and French to serve clients across Quebec and Canada.

Manulife Wealth Inc.
Canadian Investment Regulatory Organization (CIRO)
Canadian Investor Protection Fund (CIPF)
William Frenn Group

Ready to Work With an Advisor Who Puts You First?

Discipline, transparency, and results. Let's have a conversation.

Schedule a Consultation