Meet Your Advisory Team
Ken’s steady leadership and deep expertise are complemented by his son, Jackson and daughter, Chloé.
Jackson has over eight years of experience supporting clients at every stage of their financial journey. He is especially passionate about helping the next generation establish a strong financial foundation, equipping them with the tools and strategies they need to build lasting success and confidence in their future.
Chloé draws on more than a decade in wealth management, including her time at a private family office serving ultra-high net-worth clients. She combines technical knowledge, strategic thinking, and a collaborative approach to help clients align their wealth with their goals and values.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.