Trust, calm, and a clear roadmap — in the words of the people Ken has worked with.
Ken took our jumbled mess of investments that we had just tossed together over the years without any strategy, sorted it out, and came up with a few scenarios of how we are going to retire. Honestly, the first one was “you will be out of money by the time you are 68 if you retire when you want!” I’m so thankful that not only did Ken tell us the truth, but the next few scenarios he laid out for us gave us massive amounts of hope. He provided us with solid advice in how we can achieve all that we want to achieve. With Ken’s guidance, we now know where we are and how to make the slight changes we need to be able to retire exactly how and when we want. Five more years to go!
— Janelle & Rob PettiferWhen we first approached Ken to help us, his calm, competent and empathetic manner immediately gave us a positive feeling about working with him. We had been saving for retirement and knew how to save, but we didn’t know how to effectively draw on our savings or understand the tax implications. After comprehensive information gathering, Ken built an in-depth roadmap for our future. He explained in simple terms how much money we would have at each stage and what to do, or not to do, when withdrawing retirement funds so we would save on tax and have more funds in the future. It was obvious to us that he was extremely competent. We would highly recommend Ken.
— David & Lisa CranstoneIt was a pleasure to work with Ken Doll as a financial planner. It was money well spent to see how our investing over the years translated into a retirement plan. It gave me the confidence to give my retirement notice. He responded to all our questions and explained everything to our satisfaction. He revised the plan several times until we were confident that the plan worked for us. He gave us other issues to consider in retirement beyond just having enough money, as he knew our priorities and lifestyle. I have already passed on his name to friends.
— Marilyn & Ken FoxWe would like to thank Ken Doll for the professional manner in which he handled our financial planning. The results of his hard work will allow us to make the right decisions we need going into retirement. We would highly recommend Ken.
— Dr. Wendell & Mrs. Jeanine OlsenI was very fortunate to have met Ken through business connections. It was apparent very early that Ken is extremely knowledgeable, professional, and sincere. I have complete confidence in recommending him to my customers, and to you, knowing that he will handle all dealings with competence and diligence.
— Betty RobsonKen is a person who generates a strong sense of calm, trust, expertise and dedication to his profession. He has time for everyone, is incredibly organized and knowledgeable in his chosen field. He has both inspired and motivated me by his experience and his skill at building authentic relationships.
— Catherine Janssen, FCIP · Partner, Connex ConsultingNearing my retirement date, I went in search of a singular individual who was ONLY interested in providing strategic retirement financial advice. I had no need for actual financial investment services, as I alone manage my investment fund activities. It was no small task to find a qualified and experienced individual specific to my retirement needs in the Calgary region. In the end, I chose Kenneth Doll, as he was overwhelmingly found to be the most experienced and qualified candidate available for my specific financial needs.
Ken quickly went to work gathering all essential financial, insurance, and life goal information, then set about formulating a potential plan specific to my financial situation. The first plan presented took specific aim at reducing tax throughout the retirement fund draw-down period, while maximizing funds available for continued growth. Requests for additional withdrawal/timing scenarios were attended to without difficulty, allowing us to project possible future economic needs as the economy and family financial needs change.
The final presentation was accurate, comprehensive and complete. All my specific financial and strategic needs were met in a very professional manner. Ken included additional value-added information and helpful suggestions, such as outlining the use of a “professional estate executor” instead of burdening my children with complicated post-death executor duties. Also worthy of note was Ken’s suggestion to have a “re-look” visit/discussion of the initial plan in 3–5 years — not a bad idea to continuously monitor and adjust the plan as life and financial markets demand.
Without question, Kenneth Doll is a trustworthy and reliable provider of excellent financial advice to people who want to minimize taxes and access his superior knowledge of complicated insurance, financial and investment industry regulations and practices. I am now more confident in the well-being of my retirement investments and have achieved a secure and comfortable retirement mindset because of his efforts. I highly recommend Ken’s services to anyone who has any form of retirement financial plan needs.
— Chris Amos, MB, CDI had the opportunity to engage Kenneth Doll to complete my financial plan for retirement. I selected Ken after assessing three different companies that offered these services. I feel that I made the right choice.
To set the stage, I am a bit of a DIY (do-it-yourself) planner with my own spreadsheets. However, I wanted a professional third-party plan, including income projections through 90 years old, to affirm and/or correct my own plan. Ken was extremely patient with me as I benchmarked his model to my own projections. He also willingly fine-tuned his model based on updated information. Furthermore, he mapped out several scenarios related to changing assumptions (inflation, investment returns, years of projection). We also had several Q&A sessions which ensured that I understood his model.
In the end, I was very satisfied with the model Ken produced. I rely on it as a source of truth and guide for my DIY model. As a kicker, Ken is knowledgeable about will and estate planning, and I was able to conduct a couple of Q&A sessions with him on estate planning as well.
In summary, I found Ken easy to have dialogue with — he has deep expertise in retirement financial planning and estate/will planning. If you go with Ken’s services, you will not regret it.
— Steve O’BrienEmail us directly at [ email placeholder ], or book a call to get started.