Members

Ken Doll

Calgary
Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Ken Doll

Member Bio

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Kenneth Doll, BA, B.Comm., MA, CFP, CLU, TEP, ICD.D Ken has been providing financial, retirement and estate planning solutions for 28 years. 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’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, Retirement and Estate Planning. 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 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 sensitive issues around wealth transfer.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Crossborder Planning (US/Canada)
Divorce
Estate Planning
Financial Planning
Insurance Planning
Retirement Income Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)
CLU
TEP

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

IAFP
Advocis
Local Estate Planning Counsel
STEP

Education

Masters Degree

Assets Under Management

Practice Size

Investment License

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
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