Kenneth Doll
BA, B.Comm., MA, CFP, CLU, TEP, ICD.D
A wealth of experience
I work 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. I am 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.
For almost three decades, I have provided 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.
I have also built financial plans for Canadians across the country, including those with property in the U.S.
My 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).
I hold three degrees from the University of Alberta in business, economics and political science and has completed the Institute of Corporate Directors designation (ICD.D).
I have 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 took our jumbled mess of investments that we had just tossed together over the years without any strategy, sorted it out and came up with a few scenarios of how we are going to retire. Honestly, the first one was you will be out of money by the time you are 68 if you retire when you want! I’m so thankful that not only did Ken tell us the truth, but the next few scenarios he laid out for us gave us massive amounts of hope. He provided us with solid advice in how we can achieve all that we want to achieve. With Ken’s guidance, we now know where we are and how to make the slight changes we need to be able to retire exactly how and when we want. Five more years to go!“
Janelle and Rob Pettifer
Affiliations
