Welcome

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

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, investments, estate planning and income requirements.

“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