Richardson Wealth
Ben Finney has a strong background in the financial industry. Ben currently holds the position of Vice President, Platforms, Products & Services at Richardson Wealth since June 2023. Prior to this, they served as President of BMO Nesbitt Burns Securities Ltd. at BMO Private Wealth from June 2021 to May 2023. In addition, they held the role of Director, Product Governance at BMO Private Wealth from December 2020 to May 2023. Their earlier experience at BMO Nesbitt Burns includes roles such as Senior Product Manager, Product Manager, Portfolio Manager Associate, Associate Product Manager, and Product Specialist. Ben also gained valuable experience as a Consulting PM and Product Development Intern at BMO Nesbitt Burns in 2012 and 2011.
Ben Finney attended Lake Forest College from 2009 to 2013, where they obtained a Bachelor of Arts (B.A.) degree in Business and Communications. Prior to that, they attended Trinity College School Alumni from 2001 to 2008, but no degree or field of study was specified for that period. In terms of additional certifications, they obtained the Series 24 certification from FINRA in 2021, the Series 63 and Series 7 certifications in 2020, and the Securities Industry Essentials certification from FINRA in 2019. Ben also completed the Canadian Securities Course, although the year of completion was not specified.
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Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.