Ben Holt
About Ben Holt
Ben Holt is an Investment Advisor with over 20 years of experience, specializing in Socially Responsible Investing (SRI) and holding both CFP and CIM designations.
Ben Holt - Investment Advisor
Ben Holt is an investment advisor with over 20 years of experience in helping clients identify and achieve their financial goals. He is distinguished by his specialization in Socially Responsible Investing (SRI), where he focuses on creating customized strategies tailored to the unique needs of his clients at every stage of their financial journey.
Ben Holt's Education and Expertise
Ben Holt holds a Bachelor of Arts in Political Science. He has further honed his expertise by earning the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. These credentials underpin his comprehensive approach to financial planning and investment management.
Ben Holt's Specialization in Socially Responsible Investing (SRI)
As a specialist in Socially Responsible Investing (SRI), Ben Holt integrates ethical and sustainable considerations into his investment strategies. This specialization enables him to align his clients' financial goals with their personal values, ensuring investments support positive social and environmental impacts while striving for financial returns.
Ben Holt's Personal Interests
Beyond his professional pursuits, Ben Holt studies classical and jazz guitar, showcasing his dedication to personal growth and cultural appreciation. Additionally, he enjoys hiking on Vancouver Island, reflecting his connection to nature and active lifestyle.