Are you a senior in need of
a certified financial planner?

Ben Walden and his team have dedicated their financial practice to addressing the unique planning needs of seniors.

Ben Walden, CIM, FCSI, CFP
Portfolio Manager
Director, Wealth Management

Located in Lindsay (City of Kawartha Lakes), Ontario, Ben specializes in unbiased financial planning for seniors over 60. He works with his clients to define their goals and establish a strategy tailored to their specific needs. Ben offers more than just financial advice. By working with a team of specialists across Scotia Wealth Management he provides peace of mind and a plan that deals with taxation, investmentsestate planning and income requirements.


Building trusting, long lasting relationships with our clients.

Ben and his team have served me with most excellent care and guidance for the past ten years and I have no intentions whatsoever to go anywhere else. They are always willing to go that extra mile for me in providing me with personal services. With Ben and his team I can safely go to bed with peace of mind knowing there is nothing for me to worry. They do my worrying for me.

Raman ChhittaMississauga

We have been with the Ben Walden Team for the past 15 years and are very confident and happy with the wonderful help they provide. They are always available to help, advise and chat. We consider them all our resourceful, helpful and caring friends. Ben provides exceptional and personal planning strategies always taking the time to clearly explain and clarify his goals through the years. He has also been open to listen to any concerns regarding our personal needs as the years have gone by. We consider that we receive exceptional and personal service and are privileged to have this team to call upon.  

Ivan and Elaine NancekievillLindsay

Money is not my area of expertise, so to find a guy like Ben Walden to watch over my investments has been a windfall for me. Ben and his team are outstanding — their sincerity is second-to-none — and, as a result, they’ve kept me feeling safe since 2009.

David WardFenelon Falls

As a retired couple, we met with Ben some 20 years ago and have never regretted this. We were with another advisor and company, but our investments there went down so fast. We looked around and found Ben and Kelli who guided us in the right direction and our investments have done great. Both Ben and Kelli take the time necessary to answer all of our serious questions.

Jack Veldhuis and Annie HarveyPort Perry

Scotia Mcleod and in particular Ben and Kelli where recommended to us by close friends. We were with another firm for years prior to coming here and we know we made the right choice. Ben and Kelli are very accommodating with all our requests, and also knowledgable and always answer our questions. We wish we had known of these people years ago. We feel very secure knowing that they are handling our investments.

Pat & WilmaWernham

Ben and his team have looked after my financial well-being for 17 years. As a senior, I appreciate his conservative approach with my investments and the fact that he always explains the reasons for his recommendations. He is proactive in sending information to his clients when market conditions seem uncertain. Absolutely nothing is too much trouble for any of the team; they go above and beyond to assist with any financial needs I have. Phone calls and e-mails are answered quickly and there is always a genuinely warm welcome in their office.

M. Smith

My wife and I have been a client of Ben and his team for 15 years and have always found him very knowledgeable and trustworthy. I have always found Ben willing to go the extra mile: giving my daughter free advice after she left her job, always taking my phone calls when I have questions and calling me back promptly. Ben has always taken into consideration my risk tolerance and wish to preserve capital. I find great comfort working with Ben and his team and also the knowledge that I am also working with a big company- you have the support of not just one person but a big organization.

Mel & DorisLindsay

We consider it an honour that Ben has asked us to comment on his services. He has always treated us with respect, professionalism, humbleness and integrity. We are very impressed with his sincerity and willingness to be helpful. His youthfulness compared to ours is a valued asset in giving us confidence with whatever the future holds.

George & Anna May Jackett

We have been clients of Ben and his capable team for more than a dozen years. Ben’s considerable financial knowledge and careful market research has served us well. The personal service provided by this team has been exceptional and beyond our expectations. Ben always has time for our questions and a short friendly chat.

Norman & EvelynLindsay

My husband and I have been clients as were my late parents. Now as a widow, Ben and his team have put me totally at ease with investments that are fully explained with an eye to a formulated strategy. Ben and his team keep the “whole client” picture top of mind with all my investment strategies. Ben’s team is courteous and gracious with a little humour thrown in. They have a true interest in the client and what shapes their future decisions.


Need a financial planner or just more information? We’re here to help!

Should you require any additional information about our services, please call us toll-free at 1-888-379-1002 or send us a message.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. (“SCI”). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. [If advisor is insurance licensed, add:] Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc.SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.