Benjamin Shen Cfp®
About Benjamin Shen Cfp®
Benjamin Shen is an Associate Consultant at IG Wealth Management, where he has worked since 2010. He specializes in wealth creation strategies for Canadians and emphasizes building long-term relationships with clients to navigate their financial options throughout various life stages.
Work at IG Wealth Management
Benjamin Shen has served as an Associate Consultant at IG Wealth Management since 2010. Over his 14 years in this role, he has focused on building long-term relationships with clients, emphasizing the exploration of financial options at different life stages. His work involves providing comprehensive financial services that are tailored to the unique challenges faced by professionals and businesses. Shen advocates for a long-term approach to financial planning, ensuring that clients receive regular reviews and updates to help them stay on track with their financial goals.
Previous Experience at Stream Communications
Before joining IG Wealth Management, Benjamin Shen worked as a Senior Case Manager at Stream Communications from 2007 to 2008. In this role, he gained valuable experience that contributed to his understanding of client needs and financial management. His time at Stream Communications provided him with insights that he applies in his current consulting role.
Education and Expertise
Benjamin Shen holds a Bachelor of Science degree in Marketing from Lancaster University, where he studied from 2001 to 2004. He furthered his education by obtaining a Master of Science degree in Information Technology Management from the same institution, completing his studies in 2005. This educational background equips him with a strong foundation in both marketing and technology, which he leverages in his financial consulting practice.
Focus on Wealth Creation Strategies
In his role as an Associate Consultant, Benjamin Shen focuses on wealth creation strategies specifically designed for Canadians. He emphasizes the importance of a long-term approach to financial planning, which includes regular assessments and updates to align with clients' evolving financial goals. His expertise allows him to address the unique financial challenges faced by individuals and businesses in Canada.