Ken offers comprehensive structured solutions to enable individuals and families to meet their unique long term financial goals with a focus on mitigating risk.
Ken has over 40 years of experience in the financial services industry. He earned a B.A. at the University of Alberta, and holds the Chartered Investment Manager (CIM) designation. Ken has been a recipient of the firm’s Executive Council or Chairman’s Council award each year since 2010.
Ken is a lifelong Edmonton resident where he and his wife, Virginia, raised three children. He enjoys the outdoors, spending his summers hiking our national parks and his winters on skis – alpine, Nordic and AT. He also enjoys spending time with his grandchildren. Ken believes in giving back to the community through various organizations such as the Sign of Hope campaign, the Hope Mission and the Raymond James Canada Foundation.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
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