Ben Keller
Portfolio Manager & Senior Investment Advisor @Bmo Nesbitt Burns
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WORK HISTORY
Portfolio Manager & Senior Investment Advisor @Bmo Nesbitt Burns
CA
Keller Pryse-Phillips Wealth
EDUCATION
Wilfrid Laurier University
Bachelor of Business Administration (BBA), Finance
SKILLS
ABOUT BEN KELLER
If you\'re curious about our approach and how we can help, please book a complementary call (link at top of page)At Keller Pryse-Phillips Wealth Management, the common thread in all we do is to help answer the questions in your financial life that matter most. We take an integrated approach to wealth planning which is the playbook that helps guide current and future decisions related to all of the aspects of your wealth. We aim to simplify, help clarify and bring attention to key considerations. You will always get the truth, in plain English.• Investment management• Cash flow management• Tax & estate planning• Risk management & insurance• Business succession planning• Retirement planning• Private banking and lending• Tax-saving charitable strategies, private foundations• Liquidity event planning• Stock option monetization strategies• Educating next generation for inheritanceThe foundation of our investment approach is to identify businesses with long-lasting competitive advantages. We believe that a favorable long-term investment result comes from owning a collection of truly extraordinary businesses and the ability to narrow our focus to the select few. Client portfolios also have exposure to private equity managers that are typically only accessible to large institutional investors. We would welcome an introductory conversation.For disclaimer details, please click here:
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