About Moraine Wealth Advisory
Ken is an independent, unbiased, and objective financial planner who has been providing financial, retirement, and estate planning solutions for over 29 years. Ken offers independent financial advice and fee-based comprehensive financial planning to provide clients with confidence in 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 has 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.
Interested in learning more about our team’s expertise and experience? Explore the individual bios below to gain deeper insights into the professionals dedicated to guiding your financial journey.
