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    Benjamin Stone
    CFA


    Address

    6900, 46th Street
    Suite 100
    Olds, AB T4H 0A2

    Languages

      English

    My Background

    After obtaining a Bachelors Degree in Economics from the University of Victoria, Ben began his career with BMO Nesbitt Burns in 2015 as an assistant before working his way to the position of Investment Advisor in 2016. Ben was awarded the Chartered Financial Analyst (CFA) designation in 2022, and believes strongly in the benefit of continuing education. Ben’s focus has been around constructing portfolios that compliment his clients through the various stages in life. Strong performance starts with getting the easy things rights, and using that belief as a foundation for performance in a variety of market conditions.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.