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
“We would like to thank Ken Doll for the professional manner in which he handled our financial planning. The results of his hard work will allow us to make the right decisions we need going into retirement. We would highly recommend Ken.“
Dr. Wendell and Mrs. Jeanine Olsen