Benjamin Alton

Ben brings over five years of experience supporting high-net-worth families and business owners through comprehensive financial planning and relationship management. Prior to joining Nicola Wealth, he worked with another independent wealth management firm and a Canadian credit union, collaborating with advisors to deliver seamless onboarding, client reviews, and ongoing service.

A graduate of Western University with a Bachelor of Arts (Honours Specialization), Ben holds the Chartered Investment Manager (CIM®) designation and is pursuing the Certified Financial Planner (CFP®) designation, with plans to obtain his LLQP certification. His experience reflects a strong blend of relationship management and technical expertise, developed through close collaboration with Regional Financial Planners.

Ben is passionate about financial planning and helping clients navigate every stage of their financial journey. He is equally interested in the integration of technology within wealth management, with a growing focus on how AI can enhance efficiency and elevate client service. Known for his client-first mindset, attention to detail, and collaborative approach, Ben brings a thoughtful and forward-looking perspective to Nicola Wealth.