Kenneth Martin Doll - BA, B.Comm., MA, CFP, CLU, TEP, ICD.DKenneth Doll
BA - B.COMM. - MA - CFP - CLU - TEP - ICD.D
Ken works closely with clients to identify unique financial, retirement, tax and estate planning solutions that help them build and protect their wealth, while also minimizing their tax. 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 the sensitive issues around wealth transfer.
For three decades, Ken has provided financial, retirement and estate planning solutions. He has worked with High Net Worth ($2M - $25M) and Ultra High Net Worth ($25M - $100M+) clients, including prominent families, professional athletes (NHL hockey players), executives, business owners, professionals, and farmers and ranchers.
Ken has also built financial plans for Canadians across the country, including those with property in the U.S.
Read more about Ken
Qualified, credentialed, and continually advancing.
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).
Ken 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).
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Trust and Estate Practitioner (TEP)
- Institute of Corporate Directors (ICD.D)
- Canadian Securities Course (CSC)
- Canadian Investment Funds Course (IFIC)
- Three University of Alberta degrees - business, economics & political science
A trusted voice in the profession.
Expert Witness
Ken has served as an expert witness to the legal community on life insurance matters - providing expert assessment of proper life insurance practices and procedures.
Educator & Presenter
Ken has conducted presentations on investments, insurance, retirement income planning, financial and estate planning, and philanthropy.
Industry Regulator
A longtime volunteer on the regulation side of the financial industry - developing policy, enforcing advisor compliance, and protecting clients' and consumers' interests, first and foremost.
