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Hello, I'm Ben, it's nice to meet you.

I'm a financial educator with a passion for business and entrepreneurship.  I’ve combined my love of finance and business education to create a financial consulting practice focused on helping people navigate the complexities of financial planning through financial literacy education.

Who do you work with?

I’m eager to work with individuals or families who are keen to improve their financial life and, more importantly, their understanding of financial concepts. Ideally, I am best suited to help business owners optimize their revenue and finances with my 3-tier OBP (Owner, Business, People) Financial Wellness Program.

 

What makes you different?

I believe that the greatest value I bring is my focus on education, my commitment to a process, and my direct communication.  

 

I’m not a salesperson trying to push products. I’m a financial guide with a process that provides business owners and other individuals with a customized strategy that will put them on the path to financial independence. Oh, and of course I use top-quality financial products, but that’s a given. 

 

My business objective is to create strong life-long relationships with the people I work with and to be considered a financial resource throughout their financial journey.     

 

Why are you in this business?

Making a difference in people’s lives through finance is what drives me. I truly believe that many of life’s stressors can be traced back to a lack of financial peace.

 

I’m concerned about the growing financial crisis in Canada, especially the stats showing how many Canadians are heavily in debt and generally insufficiently prepared for retirement. I’m convinced that I can solve these issues with a genuine level of care and a well-crafted financial game plan.

 

Where are you located?

My practice is based in Burlington, Ontario where I live with my wife and two children. I work both virtually and in-person with clients across the province. I also have the capacity to help anyone throughout Canada if there is a good fit. 

 

How to reach me?

Connect with me via email to set up a time to chat about potentially working together.

 

More about Ben’s background:

Ben has been licensed since 2016 as an Independent Dealing Representative by the Mutual Funds Dealers Association of Canada (MFDA) and the Financial Services Regulatory Authority of Ontario (FSRA). He also completed the Branch Manager certification in 2019 with the Ontario Securities Commission (OSC).

 

Ben graduated with an Honours Bachelor’s Degree in Business (Sport) Management and a Master’s Degree in Corporate Governance from Brock University. He has also been a sessional lecturer at Brock University, teaching “Introduction to Finance” in the Department of Sport Management.

DISCLOSURE: The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Ben Jacobs and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

Insurance products, and other related financial services are provided by Ben Jacobs as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

All rights reserved Ben Jacobs 2024