Ken believes a sound investment strategy is a fundamental part of any wealth creation and preservation plan. Ken works closely with his clients to design an appropriate asset mix and from there he will make specific investment recommendations suitable to the client’s goals and risk comfort level. Ken’s expertise lies in setting financial goals specifically designed to focus on the attainment and preservation of his client’s wealth. Ken prides himself on building stable relationships in order to give his clients the best service and advice.

Ken believes that it is extremely important to not only enhance his knowledge but that of his other staff.  He does this by frequently participating in professional days and industry conferences. Ken also meets with mutual fund managers to ensure he has up-to-date information for his clients. Ken has put together a Professional Advisory Board that consists of Farm Business consultants, accountants and lawyers. In putting the Professional Advisory Board together, Ken aspires to continuously upgrade his knowledge in all fields that may be of interest to his clients.

Ken also believes that it is important to ensure that his clients are kept updated by hosting regular seminars and workshops. These events include information on topics such as Retirement Planning, RRSPs and RRIFs, Mutual Funds, Education Planning, and Insurance.

Ken and his staff pride themselves on superior customer service and welcome the opportunity to tell you more about our service.