Objective and Unbiased

We are Independent Fee-Only, Advice-Only Financial Planners.

Serving clients across Canada, including Canadians with U.S. assets.

We invest in People!

Ken Doll has been providing financial, retirement and estate planning solutions for 28 years. He has worked with High Net Worth ($2M – $25M) and Ultra High Net Worth ($25M – $100M+) clients, including prominent families, professional athletes (NHL Hockey Players), executives, business owners, professionals, and farmers and ranchers. He has also built financial plans for Canadians across the country, including those with property in the U.S.

Comprehensive and Holistic Financial Planning

Building your wealth with a human touch

Fee-only, Advice-only financial planning. This diagram represents the many aspects of your financial situation that go into developing the best possible financial plan for you.

  • Retirement planning
  • Estate planning
  • Wealth planning
  • Tax planning
  • Risk Management
  • Asset Protection
  • Wealth Transfer