Ben Dawson
Financial Advisor @Worldsource Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Worldsource Wealth Management
Toronto, ON, CA
Manage a diverse client base while always delivering excellent advice and service• Responsible for growth in respects to bringing in new clients• Advise prospective and existing clients on their investments and build financial plans tailored to each individual• Advise clients on types of investment accounts and how each works toward their financial goals; TFSA, RRSP, RESP, LIRA, etc.• Perform analysis to determine clients risk tolerance, time frame, objective, and knowledge of investing• Provide a wide verity of mutual funds options and make recommendations on which best suit each client’s financial goals• Ongoing new business development with both existing and new clients
EDUCATION
High School
High School Graduate, General
Centennial College: Toronto, Ontario
Business Administration Advanced Diploma, Business
ABOUT BEN DAWSON
My professional career has focussed on representing clients and their financial well being. My hands on approach is designed to ensure that our clients understand their investments and are part of each investment decision that affects them. The objective is to ensure our clients have financial security and peace of mind while working with us.Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc, sponsoring mutual fund dealer. Other Products and Services are offered through J.D. Stewart & Associates Financial Services Inc.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.