Benjamin Marler has over a decade of financial services industry experience spanning multiple jurisdictions. Over this period he has developed a range of expertise across front, middle, and back office functions.
His career began on Bay Street (Toronto) in 2003 as a Marketing Associate for a top 100 Investment Advisor at BMO Nesbitt Burns. Within a year and a half, he had become a fully licensed Associate Investment Advisor, offering a range of wealth management solutions to clients.
Prior to joining DMS Bank & Trust in February 2015, Mr. Marler was employed with Butterfield Bank (Cayman) Ltd. where he worked in several different capacities. Joining Butterfield as an Investment Associate in 2006, he was responsible for the trade desk, custody relationships, as well as a team of front and middle office administrators. While employed at Butterfield his role evolved, first as a Relationship Manager and then an Investment Manager.
He holds a Bachelor’s degree from the University of British Columbia (2001). In 2004 he completed the Associate Investment Advisor Program at BMO Nesbit Burns. Throughout his career he has continued to develop his skills through the Canadian Securities Institute.
Mr. Marler is a Chartered Investment Manager (CIM®) and has obtained the Fellow of CSI (FCSI®) from the Canadian Securities Institute. He is also a member of the Cayman Islands Bankers Association (CIBA) policy committee.