Benjamin Holt

Benjamin Holt Email and Phone Number

Wealth Advisor @ Victoria, BC, CA
Victoria, BC, CA
Benjamin Holt's Location
Victoria, British Columbia, Canada, Canada
Benjamin Holt's Contact Details

Benjamin Holt personal email

n/a
About Benjamin Holt

I provide customized financial advice, including retirement plans, investment portfolio design, and identification of opportunities for tax, estate, and charitable giving strategies. I hold the Certified Financial Planner and Chartered Investment Manager designations.

Benjamin Holt's Current Company Details
Vancity and Aviso Wealth

Vancity And Aviso Wealth

Wealth Advisor
Victoria, BC, CA
Benjamin Holt Work Experience Details
  • Vancity And Aviso Wealth
    Wealth Advisor
    Vancity And Aviso Wealth
    Victoria, Bc, Ca
  • Vancity/Aviso Wealth
    Wealth Advisor
    Vancity/Aviso Wealth May 2015 - Present
    Victoria, Bc
    Mutual funds, other securities and securities related financial planning services are offered through Credential Securities a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
  • Vancity
    Investment Specialist
    Vancity May 2011 - May 2015
    View
  • Coast Capital Savings
    Investment Specialist
    Coast Capital Savings 2007 - Apr 2011
    View
  • Coast Capital Savings
    Financial Services Representative
    Coast Capital Savings 2006 - 2007
    View
  • Coast Capital Savings
    Customer Service Representative
    Coast Capital Savings 2004 - 2006
    View

Benjamin Holt Skills

Mutual Funds Investments Certified Financial Planner Financial Analysis Banking Public Speaking Strategic Planning Analysis Coaching Research Microsoft Excel Microsoft Office

Benjamin Holt Education Details

Frequently Asked Questions about Benjamin Holt

What company does Benjamin Holt work for?

Benjamin Holt works for Vancity And Aviso Wealth

What is Benjamin Holt's role at the current company?

Benjamin Holt's current role is Wealth Advisor.

What is Benjamin Holt's email address?

Benjamin Holt's email address is be****@****ity.com

What schools did Benjamin Holt attend?

Benjamin Holt attended Oberlin College.

What skills is Benjamin Holt known for?

Benjamin Holt has skills like Mutual Funds, Investments, Certified Financial Planner, Financial Analysis, Banking, Public Speaking, Strategic Planning, Analysis, Coaching, Research, Microsoft Excel, Microsoft Office.

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