Ben Eby Location
- Waterloo, ON, CA
Ben Eby Work
- 2013 - now Portfolio Manager @
- 2013 - now Principal @
- 2010 - 2012 Insurance Wholesaler @
- 2009 - 2009 Investment Marketing Assistant @
- 2007 - 2008 Investment Planning Coordinator @ Eby Financial Group Inc.
- 2007 - 2007 Investment Associate @
Ben Eby Education
- Canadian Institute of Certified Executor Advisors
Certified Executor Advisor (CEA)
2017 - 2017 - Canadian Securities Institute
Chartered Investment Manager (CIM)
2016 - 2016 - Chartered Professional Accountants of Ontario
(CPA, CMA)
2015 - 2015 - Wilfrid Laurier University
Master of Business Administration (MBA)
2012 - 2013 - The Institute for Advanced Financial Education
Chartered Life Underwriter (CLU)
2012 - 2012 - The Institute for Advanced Financial Education
Certified Health Insurance Specialist (CHS)
2012 - 2012 - University of Waterloo
Bachelor of Science (Biotechnology/Economics)
2005 - 2010 - Financial Planning Standards Council
Certified Financial Planner (CFP)
2009 - 2009
Ben Eby Skills
- Retirement Planning
- Asset Allocation
- Financial Advisory
- Investment Strategies
- Portfolio Management
- Critical Illness
- VBA
- Financial Modeling
- Relationship Management
- Securities
- Pensions
- Fixed Income
- Financial Services
- Bloomberg
- Equities
- Capital Markets
- Financial Markets
- Derivatives
- Finance
- Financial Risk
- Mortgage Lending
- Banking
- Financial Analysis
Ben Eby Summary
- Ben Eby, based in Waterloo, ON, CA, is currently a Portfolio Manager at Manulife Wealth. Ben Eby brings experience from previous roles at Eby Financial, Manulife Financial and Eby Financial Group Inc.. Ben Eby holds a 2017 - 2017 Certified Executor Advisor (CEA) @ Canadian Institute of Certified Executor Advisors. With a robust skill set that includes Retirement Planning, Asset Allocation, Financial Advisory, Investment Strategies, Portfolio Management and more. Ben Eby has 3 emails on RocketReach.
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