4150 Sainte-Catherine Street West, 6th floor
Montreal, Quebec H3Z 2Y5
Canada
Ben commenced his journey with Crowe BGK in 2024 with a focus on servicing ultra-high-net-worth families. He leverages a holistic approach to financial management, which encompass’ budgeting and cash flow management, investment management, risk assessment, tax planning, estate structuring, debt management, and financial education.
In addition to his role at Crowe BGK, Ben brings a wealth of experience from his diverse professional background. He began his professional career at Big Four Firm, specializing in audit, before transitioning to a niche space servicing ultra-high-net-worth clients across North America. In this capacity, Ben acts as the quarterback for his clients, addressing any legal, finance, or operational needs they may have.
Beyond his financial expertise, Ben’s entrepreneurial spirit shines through his involvement in the tech sector. He co-founded a startup that developed a mobile application revolutionizing the restaurant menu experience, showcasing his innovative mindset.
Ben’s collaborative nature extends beyond financial realms, as he coordinates seamlessly with professionals from various fields to optimize his clients' financial well-being. His dedication to empowering individuals with financial literacy underscores his commitment to fostering long-term financial success.