Ben Kelly

Finance

Consumer Services

Profile

Ben Kelly worked as a Director of Investment Banking at National Bank Financial, Inc. from 2005 to 2010.
He was an Investor, Trader & Portfolio Manager at Personal Investment Management, Inc. from 2011 to 2013.
From 2013 to 2017, he worked as a Portfolio Manager at BCV Asset Management, Inc. He then worked as a Vice President & Portfolio Manager at Value Partners Investments, Inc. from 2017 to 2021.
Mr. Kelly received his undergraduate degree from Gordon College in 1988 and his MBA from the University of Manitoba in 1995.

Former positions of Ben Kelly

Companies	Position	End
Value Partners Investments, Inc. Value Partners Investments, Inc. Investment ManagersFinance Founded in 2005, Value Partners Investments, Inc. is a mutual fund manager located in Winnipeg, Manitoba, Canada. The firm is a subsidiary of Value Partners Group, Inc.	Portfolio Manager-Equities	2021-03-31
BCV Asset Management, Inc. BCV Asset Management, Inc. Investment ManagersFinance BCV Asset Management, Inc. (BCV) is an independent asset management firm headquartered in Winnipeg, Canada. The firm was founded by Tony Demarin in 2007. BCV provides discretionary asset management services using separately managed accounts.	Corporate Officer/Principal	2017-02-28
Personal Investment Management, Inc. Personal Investment Management, Inc. Investment ManagersFinance Personal Investment Management, Inc. is an SEC-registered, locally owned, independent investment advisor firm. The American company's goal is to serve as a financial advisor to clients throughout their retirement planning process.	Corporate Officer/Principal	2013-01-31
National Bank Financial, Inc. National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.	Corporate Officer/Principal	2010-10-31

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Training of Ben Kelly

Gordon College	Undergraduate Degree
University of Manitoba	Masters Business Admin

Experiences
Positions held

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Connections

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Linked companies

Private companies	4
National Bank Financial, Inc. National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties.	Finance
Value Partners Investments, Inc. Value Partners Investments, Inc. Investment ManagersFinance Founded in 2005, Value Partners Investments, Inc. is a mutual fund manager located in Winnipeg, Manitoba, Canada. The firm is a subsidiary of Value Partners Group, Inc.	Finance
Personal Investment Management, Inc. Personal Investment Management, Inc. Investment ManagersFinance Personal Investment Management, Inc. is an SEC-registered, locally owned, independent investment advisor firm. The American company's goal is to serve as a financial advisor to clients throughout their retirement planning process.	Finance
BCV Asset Management, Inc. BCV Asset Management, Inc. Investment ManagersFinance BCV Asset Management, Inc. (BCV) is an independent asset management firm headquartered in Winnipeg, Canada. The firm was founded by Tony Demarin in 2007. BCV provides discretionary asset management services using separately managed accounts.	Finance

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