A different approach to managing your wealth:
Bringing a research analyst’s discipline to portfolio construction, with unbiased access to public and private markets, free from sales incentives or product-driven conflicts.
What you can expect:
Research analyst discipline
With more than a decade of investment-research experience, I look beyond performance reports to understand what you own, why you own it, and how each investment contributes to your overall portfolio.
Access to private investments
Through Designed Securities, I have access to a broad range of Private Market investments, including Private Equity, Private Credit, Real Estate and Infrastructure, to help build more diversified, resilient portfolios alongside traditional stocks and bonds.
Free from conflicts of interest
Without proprietary products, sales incentives, or product-based commissions, I have complete autonomy to recommend investments based on what best fits your goals, circumstances, and long-term financial plan.
What Clients Are Saying
"I can always tell Ben comes from a research background, with the amount of work that goes into every recommendation. But he also keeps things simple for me, which I really appreciate.”
“Ben has been very helpful and reassuring with my transition to Designed Securities. Not being financially minded myself, he really takes the time to explain what’s happening with my investments in a way that makes me feel confident my funds are in good hands. Friendly and quick to respond to any inquiries, glad I made the decision to switch!”
"I’ve had advisors before, but Ben feels more like a partner. He’s the first advisor I’ve had who actually gets what I’m trying to do, and it never feels like a sales pitch, more like talking to a friend who happens to be great at investing."
"Ben is the rare advisor who starts with you as a person. He takes the time to understand what actually matters to me before giving any advice, and that people-first approach makes all the difference."
Frequently Asked Questions
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I provide personalized wealth management and investment advisory services for individuals, families, and business owners. That includes investment portfolio design and ongoing management, retirement and cash-flow planning, risk management, tax-aware investing, estate and legacy planning coordination, and access to Private Markets investment opportunities where appropriate.
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On the Public Markets side, the focus is on low-cost, broadly diversified passive investment funds rather than higher-fee traditional mutual funds. This approach is designed to provide efficient exposure to global equity and fixed-income markets while helping keep overall portfolio costs in check.
On the Private Markets side, portfolios may include carefully selected Private Equity, Private Credit, Real Estate, and Infrastructure strategies managed by established firms around the world. These investments can provide exposure to opportunities and sources of return that may not be readily available in public markets.
The appropriate mix of public and private assets is tailored to each client. Allocation decisions take into account factors such as liquidity needs, investment time horizon, return objectives, risk tolerance, existing holdings, and the overall financial plan.
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Private Market investments are not suitable for every investor. They have limited liquidity and longer holding periods, meaning capital may not be readily available when needed. They can also involve a meaningful risk of loss.
Before recommending a private-market investment, I consider your objectives, time horizon, liquidity needs, risk tolerance, capacity for loss, and the role the investment would play within your overall portfolio.
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Non-registered accounts
Regular cash accounts
Margin accounts
Joint accounts
Corporate Accounts
Registered retirement accounts
RRSPs
Spousal RRSPs
RRIFs
Group RSPs
Other registered accounts
TFSAs
RESPs & RDSPs
FHSAs
Locked-in retirement accounts
LIRAs & LRSPs
RLSPs
LIFs & LRIFs
PRIFs & RLIFs
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I am compensated through a transparent annual rate based on the assets I manage for you. I do not receive compensation for recommending particular investments or products, which helps ensure that recommendations are based solely on your needs, not on my compensation.
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The process begins with a complimentary introductory conversation to discuss your priorities, current financial situation, questions, and the type of guidance you are looking for. It is also an opportunity to determine whether my approach is the right fit for your needs.
If we decide to move forward, I will prepare a personalized proposal outlining my recommendations and illustrating how an investment portfolio could be structured around your objectives, time horizon, risk tolerance, and liquidity needs.
From there, the onboarding process is straightforward. We will schedule a 30- to 60-minute meeting to complete the required account-opening documentation, confirm your financial details and investment objectives, and answer any outstanding questions.
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Yes. After your new account is opened, we provide the required forms and coordinate the transfer process with your existing financial institution.
Clarifying the World of Private Markets
In recent years, Private Equity, Private Credit, Private Real Estate and Private Infrastructure have become much more available to individual investors. Yet these strategies remain widely misunderstood, and this is what the Beyond the Exchange newsletter and podcast aim to address.
