Testimonials

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“I’ve had the pleasure of working with Ken in a professional capacity for a number of years. He is a driven entrepreneur with a keen focus and a winning attitude.”

Jack M. VP Operations, FundEX Investments Inc.
worked directly with Ken at Creative Planning Financial Group (Toronto)

 

“I worked with Ken to create his website www.kenstern.ca. The entire process was a pleasurable one for me as Ken and his staff were always quick to provide me with the materials I needed to complete the project. Ken and his team know their industry inside and out which makes them a very reliable group to work with.”

Ryan S. President, Exsite Interactive
was a consultant or contractor to Ken at Creative Planning Financial Group (Toronto)

 

“Ken is a gifted investment advisor. His approach to advising his clients is refreshing, in that he truly knows who they are and what will help reach their goals. Ken has a way of explaining financial solutions in a clear and concise way, allowing his clients and colleagues to be educated and confident in their decision making. This clarity provides the basis for long term relationships with his clients. I would recommend contacting Ken to have a frank discussion about your investment and insurance planning.”

Darren H. Marketing Director, Creative Planning Financial Group
worked directly with Ken at Creative Planning Financial Group (Toronto)

 

“I have known Ken for 8 years, both as a friend and as my Financial Advisor and Insurance Broker. I find Ken to have the highest level of integrity and knowledge with regard to his area of expertise. I highly recommend him both personally and professionally.”

Mark S. President, Straticom Group Inc.
was with another company when working with Ken at Creative Planning Financial Group (Toronto)

 

“Ken Stern is simply the consummate wealth management professional. The hallmark of Ken’s success is the integrity and character he brings to the business and especially for clients, every day. His considerable experience, natural curiosity and drive for consistent and ongoing self improvement, results in both balanced judgement and sound financial solutions for clients. I have sought and valued his perspective on a number of initiatives and was never disappointed in his thoughtful counsel. I would recommend Ken’s work unreservedly.”

Glenn B. President & Co-founder, FundTrade Financial Corp.
worked directly with Ken at Creative Planning Financial Group (Toronto)

 

Top qualities: Personable, Expert, High Integrity

Michael P.  President/Partner Paisley Manor Insurance Group
I originally hired Ken as a Financial Advisor in 1998. he is extremely knowledgeable and has provided me and my family with excellent planning advice.

 

“Ken is not only knowledgeable about the current financial markets but is always on top of new and innovative financial investment products. This overall creative thinking has been the key to maximizing my retirement portfolio. As a result I highly recommend his services.”
Top qualities: Expert, High Integrity, Creative

Vic Adams
hired Ken as a Financial Advisor in 1995

 

“Ken Is a very good finanical advisor and insurance agent — he is always looking for new ways to make our dollar grow faster and smarter and keep ahead of the curve. I highly recommend his company.”
Top qualities: Great Results, Personable, High Integrity

Howard Szigeti
I have worked with Ken for over 20 years. He is always thorough and has provided us with solid personal and corporate investment and insurance advice.