Senior Advisor, B.Sc., T.E.P.,C.H.A.I.P. Representative
Ken is a long time member of the Creative Planning Financial Group located in mid-town Toronto. He is licensed by IIROC to provide investment advice through Aligned Capital Partners, and life insurance products through Creative Planning. He has been in business since 1992, specializing in developing and implementing creative wealth management strategies by providing professional advice and service for a broad range of insurance and financial products.
Ken’s investment practice is focused on providing customized, tax efficient, globally diversified portfolios that focus on risk management. He is continuously upgrading his education, performing due diligence and ongoing research on investments available to Canadian investors. Products available include mutual funds, Segregated Funds, Stocks, bonds and ETFs. Managing investment fees is important and Ken provides cost competitive fee-based investment and planning services.
His insurance practice provides life, disability, critical illness and long term care insurance for individual Canadians of all ages as well as to business owners and professionals. He employs a needs based approach in order to provide tailored insurance solutions specific to each individual circumstance. The goal is to protect against the unexpected and provide funds for those times when they are most needed.
He is a founding member of the Academic Certification Board for the Chartered Alternative Investment Planner (CHAIP) designation sanctioned by the Investment Funds Institute of Canada (IFIC).
Ken has had numerous speaking engagements, most recently as a featured speaker at the World Hedge Funds Summit in Niagara Falls, Ontario (October 2005) and the Million Dollar Round Table Annual Meeting in New Orleans Louisiana (June 2005).
A native New Yorker, Ken has resided in Canada since 1977. He earned a Bachelor of Science (Honors) from Boston University in 1973 and is a member of the internationally respected Society of Trust and Estate Planners (STEP). In 2001 Ken achieved the highest possible award in the Life Insurance industry, earning “Top of the Table” status of the Million Dollar Round Table.