Kenneth Doll MA, CFP, CLU, TEP, ICD.D

Ken has 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. He has also built financial plans for Canadians, 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 on life insurance matters and conducted presentations on Investments, Insurance, Financial and Estate Planning.

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 tax. He advocates 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.

Ken’s specialties include:

• Retirement Income Planning
• Tax Minimization
• Income, Wealth and Asset Protection
• Risk Management
• Life Insurance
• Estate and Legacy Planning
• Generational Wealth Transfer
• Financial Advice
• Financial Consulting
• Insurance Consulting

Book Here to meet with Ken

Specializing in Wealth Preservation & Transfer