2013 -now Portfolio Manager and Senior Investment Advisor @
2007 -2013 Equity Trader @
2006 -2007 Equity Trader (Shorcan ATS) @
2002 -2006 Institutional Bond Broker @
Ben Keller Education
Wilfrid Laurier University
Bachelor of Business Administration (BBA) (Finance)
1997-2001
Ben Keller Skills
Estate Planning
Cash Management
Charitable Trusts
Corporate Tax Planning
Fixed Income
Retirement Income Strategies
Estate Tax Planning
Technical Analysis
Wealth Transfer
Retirement Planning
Financial Planning
Portfolio Management
Capital Markets
Derivatives
Wealth Preservation
Investment Advisory
Powers of Attorney
Life Insurance
Block Trading
Fundamental Research
Strategic Financial Planning
Risk Assessment
Bloomberg Terminal
Disability Insurance
Wills
Endowment Funds
CFA
Due Diligence
Trading
Inheritance Tax Planning
Equity Derivatives
Tax Advantaged Investment Strategies
Options
Philanthropy
Financial Markets
Equity Trading
Ben Keller Summary
Ben Keller, based in Toronto, ON, CA, is currently a Portfolio Manager and Senior Investment Advisor at BMO Nesbitt Burns. Ben Keller brings experience from previous roles at TD Securities and Shorcan Brokers Limited. Ben Keller holds a 1997 - 2001 Bachelor of Business Administration (BBA) in Finance @ Wilfrid Laurier University. With a robust skill set that includes Estate Planning, Cash Management, Charitable Trusts, Corporate Tax Planning, Fixed Income and more. Ben Keller has 2 emails on RocketReach.
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