Verified recordFinancial Services

Benjamin Holt

Investment Advisor at Wellington-Altus

Based in Victoria, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Victoria

Industry

Financial Services

Company size

773

Contact information

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Email

1 credit

b•••••••@wellington-altus.ca

Phone

5 credits

+1 ••• •••• ••••

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Background

About Benjamin Holt

I provide customized financial advice, including retirement plans, investment portfolio design, and identification of opportunities for tax, estate, and charitable giving strategies. I hold the Certified Financial Planner desgnation.

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Benjamin Holt Email & Phone Number @ Wellington-Altus | Kipplo Discover