Expert Financial Planning for people 60+
Ben Walden, CIM, FCSI, CFP
Senior Wealth Advisor, Portfolio Manager
Are you a senior in need of a certified financial advisor in Lindsay? Ben Walden and his team have dedicated their financial practice to addressing the unique planning needs of seniors.
Ben specializes in unbiased financial planning for seniors in Lindsay. Offering financial advice for clients between the ages of 60 and 90, Ben and his team work with clients to define their goals and establish a strategy to deal with taxation, investments, estate planning and income requirements. This often includes working with a client’s accountant or lawyer to ensure a flawless plan is in place. Above all, they emphasize the importance of maintaining a conservative asset mix.
Contact Ben for your free no-obligation consultation.