Benjamin Findlay, MBA, CIM

Benjamin findlay, mba, cim

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location of Benjamin Findlay, MBA, CIMRegina, Saskatchewan, Canada
Followers of Benjamin Findlay, MBA, CIM2000 followers
  • Timeline

  • About me

    Wealth Advisor, Associate Advising Representative, Connor, Clark & Lunn Private Capital Ltd.

  • Education

    • Arizona state university

      -
      Bachelor of arts (ba) design management
    • Arizona state university

      -
      Bachelor of science (bs) communication
    • Dalhousie university

      -
      Master of business administration - mba
  • Experience

    • Canadian federation of independent business

      Jul 2015 - Aug 2016
      District manager
    • Saskworks venture fund inc.

      Aug 2016 - Nov 2021
      • Associate Director, Investor Relations

        Jan 2021 - Nov 2021
      • Investor Relations - Relationship Manager

        Aug 2016 - Dec 2020
    • Pfm capital inc.

      Aug 2016 - Nov 2021
      • Associate Director, Investor Relations

        Jan 2021 - Nov 2021
      • Investor Relations - Relationship Manager

        Aug 2016 - Dec 2020
    • Connor, clark & lunn private capital ltd. (cc&l)

      Nov 2021 - now
      Wealth advisor, associate advising representative

      By introducing affluent Canadians and their families, as well as foundations and other not for profit organizations, to CC&L Private Capital's discretionary wealth management services, I provide a confident approach to guiding my clients toward achieving their long-term financial goals.I adhere to the key principles of listening and responding, placing the utmost importance on understanding my clients' unique goals and objectives, and ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.CC&L Private Capital is a part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's leading investment firms. Show less

  • Licenses & Certifications

    • Chartered investment manager (cim®)

      Canadian securities institute
      Jul 2022
    • Cfa investment foundations

      Cfa institute
      Mar 2018
      View certificate certificate
  • Honors & Awards

    • Awarded to Benjamin Findlay, MBA, CIM
      Barnes Pharr Endowment Scholarship Hugh Downs School of Human Communication Apr 2014 Scholarship is awarded to top student(s) in the Arizona State University Hugh Downs School of Human Communication.
    • Awarded to Benjamin Findlay, MBA, CIM
      Academic All-American American Collegiate Hockey Association 2011-2012 | 2012-2013
    • Awarded to Benjamin Findlay, MBA, CIM
      Dean's List Award Arizona State University August 2011-December 2014
    • Awarded to Benjamin Findlay, MBA, CIM
      National Society of Collegiate Scholars Member NSCS Arizona State University Chapter 2011-2013
    • Awarded to Benjamin Findlay, MBA, CIM
      New American University Scholar Award Arizona State University Academic Scholarship. 2011-2012 | 2012-2013.
  • Volunteer Experience

    • Capital Campaign Volunteer

      Issued by Ronald McDonald House Charities on Jan 2023
      Ronald McDonald House CharitiesAssociated with Benjamin Findlay, MBA, CIM
    • Board Member

      Issued by Ranch Ehrlo Society on May 2022
      Ranch Ehrlo SocietyAssociated with Benjamin Findlay, MBA, CIM
    • Event Coordinator Volunteer

      Issued by KidSport Saskatchewan on Mar 2022
      KidSport SaskatchewanAssociated with Benjamin Findlay, MBA, CIM
    • Board Member

      Issued by Golf Saskatchewan on Mar 2017
      Golf SaskatchewanAssociated with Benjamin Findlay, MBA, CIM
    • Board Member

      Issued by SYPE Regina on Dec 2016
      SYPE ReginaAssociated with Benjamin Findlay, MBA, CIM
    • Graduate Assistant Coach (Hockey)

      Issued by Arizona State University on Jan 2013
      Arizona State UniversityAssociated with Benjamin Findlay, MBA, CIM