Kenneth Doll

Kenneth Doll, BA, B.Comm., MA, CFP, CLU, TEP, ICD.D offers independent advice-only, fee-based comprehensive and holistic financial planning so clients have more certainty about their future. He is an expert in providing financial plans which not only encompass a client’s financial situation but also consider family dynamics and sensitive issues around wealth transfer.

Ken has provided financial, retirement and estate planning solutions for the past 30 years. He has worked with a range of clients including 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, farmers, and ranchers. He has also built financial plans for Canadians across the country, including those with property in the U.S.

Ken works closely with clients to provide customized financial, retirement, tax and estate planning solutions that help them build and protect their wealth and minimize tax. Ken removes concerns and uncertainty about his client’s financial future and replaces it with confidence, trust and a straightforward roadmap for the future.