Benjamin Yarish, Investment Advisor,Prince George, BC

Phone

Office

Office Location

400 Victoria Street Suite 390 Prince George, BC V2L 2J7. map

Since graduating from the Financial Management program at the British Columbia Institute of Technology, Ben Yarish has dedicated himself to helping high net worth families and businesses in preserving and growing their wealth.

Ben graduated with honors from one of the provinces most difficult business programs at BCIT and specialized in Personal Financial Planning. Ben has completed the Canadian Securities Course as well as the Canadian Life Insurance Course and numerous other courses offered through the Canadian Securities Institute. Ben also received a diploma from the University of British Columbia for completing complimentary course work in the Faculty of Commerce.

Born and raised in Winnipeg Manitoba, Ben migrated west in 1994. After working in Vancouver for several years in the investment industry he joined TD Wealth Private Investment Advice in 2005. Ben relocated to Prince George in 2006 with his young family and has since continued to build business around a conservative investment strategy designed for high net worth individuals and businesses.

Ben believes that wealth is maintained and enhanced by sticking with a high quality process. He believes that good quality companies will survive all stages of the business cycle and that constant client communication is the cornerstone of the process.

Ben spent many years coaching in the Prince George Minor Hockey and Soccer Association’s and is an avid golfer. He enjoys the outdoors lifestyle in Prince George and loves to camp and fish.

Phone

Toll Free

1(877) 838-2166

Branch Phone

(250) 614-2941

Branch Fax

(250) 561-1735

Certificates

FCSI®

CIM®

Languages

English

Education

Community Involvement

TD Tree Days

Your Dedicated Relationship Manager

As an Investment Advisor with TD Wealth Private Investment Advice, I am committed to providing a high level of personalized service to my clients. I have over 15 years of financial services and investment experience working closely with individuals and families, estates & trusts, corporations and charitable organizations. As my client, you can expect:

Ongoing discovery
Timely reporting
Comprehensive portfolio reviews tailored to you
A transparent approach to fees
Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
Continuing education to stay relevant and informed to advise you

Additionally, as your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time. I will be able to provide you access to specialists across TD Wealth and beyond.

A Proprietary Discovery Process

My approach to discovering you is comprehensive. The proprietary discovery process that we use at TD Wealth applies principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.

First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My experience in anticipating the complex challenges of growing and protecting wealth help to benefit my clients. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with retirement strategy, managing tax, expanding your business, managing debt effectively, planning your estate, creating a legacy, managing and protecting your assets, and philanthropic giving.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your Dedicated Relationship Manager

A Proprietary Discovery Process

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.

Your unique goals