A rare combination of military discipline, institutional-grade financial training, and a proven track record at Canada's top-performing wealth management office.
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.
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.
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.
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.
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.
No speculation, no chasing trends. Rigorous, data-driven decisions executed with precision and patience. Markets reward discipline—not emotion.
Not tied to proprietary products or house models. Freedom to select the best instruments globally, aligned purely with your objectives.
Your personal CFO. Every tax decision, every estate structure, every portfolio adjustment is measured against one question: does this improve your net outcome?
A rigorous academic foundation in the quantitative and analytical skills that underpin every portfolio decision.
Advanced designation for investment management professionals, demonstrating expertise in portfolio management and wealth advisory.
Professional certification covering advanced portfolio theory, financial planning, and regulatory compliance.
Fully licensed for securities dealing. Regulated by the Canadian Investment Regulatory Organization and protected by the Canadian Investor Protection Fund.
Fully bilingual advisory services available in both English and French to serve clients across Quebec and Canada.