About Ken Doll
Ken is an independent, unbiased and objective financial planner that has been providing financial, retirement and estate planning solutions for 29 years. Ken offers independent financial advice and fee-based comprehensive financial planning to provide clients with financial certainly about their financial future.
He has worked with High-Net-Worth clients, prominent families, professional athletes (NHL Hockey Players), executives, business owners, professionals, and farmers and ranchers. He builds financial plans for Canadians across the country, including those with property in the U.S.
Ken’s industry education includes earning the Certified Financial Planning (CFP), Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, along with having completed the Canadian Securities Course (CSC) and the Canadian Investment Funds Course (IFIC). He holds three degrees from the University of Alberta in business, economics and political science and has completed the Institute of Corporate Directors designation (ICD.D). Ken has also served as an expert witness on life insurance matters and conducted presentations on Investments, Insurance, Financial and Estate Planning and Philanthropy.
Ken works closely with clients to identify unique 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. He is an advocate of holistic financial planning that not only encompasses a client’s financial situation but also considers the importance of family dynamics and sensitive issues around wealth transfer.
Typical Clients
Retirees, Tax Reduction, Retirement Planning, Philanthropy, Financial Planning, Estate Planning
As a comprehensive and holistic financial planner, I build financial, retirement, estate and legacy plans for clients by incorporating the charitable donations efficiently into their overall financial situation, so you receive most benefit possible. Donors are not only making a donation, you are also dovetailing the donations into reducing your tax burden. Using charitable donations to offset capital gains taxes is a very effective financial planning strategy that benefits you significantly.
When people retire, they have many questions about how to plan their retirement. One of the main questions is, “will I have enough money to live on the rest of my life?” By first building a retirement plan, this can be answered and in many cases this process also identifies surplus funds that can donated to charity. This way you know your retirement is financially secure and you can donate any surplus with the confidence of knowing that the donation will not impact your retirement lifestyle. A financial plan identifies what amount you can donate and the tax savings that arise from that donation.