Canterbury Tollgate

Benjamin Chandler is a CFP® with nine years of industry experience, currently serving at Canterbury Tollgate since 2018. He has held prior roles at Spotlight Asset Group, Capital Markets IQ, and Weise Capital Advisors. Chandler is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Additionally, he is an author of two books. Canterbury Tollgate provides discretionary investment management primarily to high-net-worth individuals, family offices, and institutional clients through separately managed accounts and a pooled investment vehicle. The firm employs a valuation- and quality-oriented approach, focusing on multi-year discounted cash flow analysis to build concentrated, long-term portfolios and manages risk through fundamental analysis and regular intrinsic value assessments.

John Hinely is a financial advisor at Canterbury Tollgate with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Spotlight Asset Group, Capital Markets IQ, and Chandler Advisors. In addition to his advisory role, he is involved in life and disability insurance planning and sales on a limited basis. Canterbury Tollgate provides discretionary investment management primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs a valuation- and quality-oriented investment process focused on long-term, concentrated portfolios and manages risk through fundamental analysis and position limits.