Ken 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.

Ken’s industry education includes earning the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, along with having completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (IFIC). He holds three degrees from the University of Alberta in business, economics and political science and has completed the Institute of Corporate Directors designation (ICD.D). Ken has also served as an expert witness to the legal community on life insurance matters and conducted presentations on Investments, Insurance, Retirement Income Planning, Financial and Estate Planning and Philanthropy.

Ken works closely with clients to identify unique financial, retirement, tax and estate planning solutions that help them build and protect their wealth, while also minimizing their tax. He is an advocate of holistic financial planning that not only encompasses a client’s financial situation, but also considers the importance of family dynamics and sensitive issues around wealth transfer.