
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 2016District manager
Saskworks venture fund inc.
Aug 2016 - Nov 2021Associate Director, Investor Relations
Jan 2021 - Nov 2021Investor Relations - Relationship Manager
Aug 2016 - Dec 2020

Pfm capital inc.
Aug 2016 - Nov 2021Associate Director, Investor Relations
Jan 2021 - Nov 2021Investor Relations - Relationship Manager
Aug 2016 - Dec 2020
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Connor, clark & lunn private capital ltd. (cc&l)
Nov 2021 - nowWealth advisor, associate advising representativeBy 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 instituteJul 2022- View certificate

Cfa investment foundations
Cfa instituteMar 2018
Honors & Awards
- Awarded to Benjamin Findlay, MBA, CIMBarnes 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, CIMAcademic All-American American Collegiate Hockey Association 2011-2012 | 2012-2013
- Awarded to Benjamin Findlay, MBA, CIMDean's List Award Arizona State University August 2011-December 2014
- Awarded to Benjamin Findlay, MBA, CIMNational Society of Collegiate Scholars Member NSCS Arizona State University Chapter 2011-2013
- Awarded to Benjamin Findlay, MBA, CIMNew 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
Associated with Benjamin Findlay, MBA, CIMBoard Member
Issued by Ranch Ehrlo Society on May 2022
Associated with Benjamin Findlay, MBA, CIMEvent Coordinator Volunteer
Issued by KidSport Saskatchewan on Mar 2022
Associated with Benjamin Findlay, MBA, CIMBoard Member
Issued by Golf Saskatchewan on Mar 2017
Associated with Benjamin Findlay, MBA, CIMBoard Member
Issued by SYPE Regina on Dec 2016
Associated with Benjamin Findlay, MBA, CIMGraduate Assistant Coach (Hockey)
Issued by Arizona State University on Jan 2013
Associated with Benjamin Findlay, MBA, CIM
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