As a Vice President and 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 best advise you
A Proprietary Discovery Process
My approach to discovering you is comprehensive. The proprietary discovery process that we use 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 clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. 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:
Your Dedicated Relationship Manager
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 Private Wealth Management and beyond, including:
More About Ben Yarish
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 is involved in 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.
Ben is proud to be part of the
Yarish & Hellyer Wealth Management, a team of qualified, dedicated and experienced professionals. This dynamic team brings over 40 years of combined advisory and investment industry experience. The group specializes in serving the needs of business owners, professionals, retirees and widows.
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