Benjamin Stone
CFA

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.