Benjamin Otto has experienced the joy of serving others. His father is a pastor and his mother is a church organist, so growing up, Ben had a front row seat:“I went around with my dad from congregation member to congregation member and nursing home to nursing home. I saw my dad working extremely hard for others, and what you get back from it.”This focus on others gets to the very heart of what makes Ben and his team different. It is something they call The Care Factor. In essence, The Care Factor means that for each and every client they see, Ben and his team will exhaust all possible avenues to get the best possible solutions. Some clients are most concerned about taxes. Other clients are more worried about being prepared for a negative event. Wherever they are on the spectrum, The Care Factor means that each and every day, Ben and his team will execute their mission – We remove the stress of the unknown – with meticulous devotion. Ultimately, this commitment will lead the Otto team to their vision of inspiring the deepest trust and being the number one resource in Canada for tax and wealth protection.Benjamin is fluently trilingual in English, French and German and has been a leader in the wealth management and estate planning fields since 1998. He is a Certified Financial Planner (CFP), and holds insurance designations through l’Autorité des Marchés Financiers in Quebec as well as the Financial Services Commission of Ontario. With his wife and daughter, he splits his time between Montréal and Morin-Heights, Quebec. Ben believes that life is precious and that you are making a difference in more ways than you know.
