The Ken Vyse Group
Ken Vyse
Wealth Planner
Ingersoll, Ontario
About Ken
When you’re mapping out your financial future, it helps to have an experienced professional with whom you feel comfortable and whom you can trust. Ken Vyse of Optimize Wealth in Ingersoll has been that friendly professional to generations of Ingersoll residents. With over 40 years of experience in the financial services industry, Ken has seen the ups and downs of the market.
Born and raised in Ingersoll, Ken believes strongly in giving back to his community. He is a past president of the Ingersoll District Chamber of Commerce, a member of the Royal Canadian Legion and King Hiram Lodge, was the 2012 Rotarian of the Year, and has been a proud sponsor of Ingersoll Minor Hockey for over 20 years. Ken has been married to his wife Sandy for close to 40 years, with whom he has two daughters, with his oldest Justine being his office assistant. He enjoys spoiling his grandsons.
Whether you’re an existing client or a new face coming through the door, he is going to do the best job for you from day one. Ken doesn’t take trust lightly, and feels that clients being comfortable enough to refer family and friends is the best compliment that he could receive.
Whether you need help with estate planning, conducting cash flow analysis or planning for retirement, Ken can offer the expertise and experience you deserve.
Optimize's Approach to Wealth Management
The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.
For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.
The cornerstone of the Ken Vyse Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Ken provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Dylan Kerney is the Portfolio Manager who advises and manages client investment accounts, while Ken helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Ken provides his clients with tailored insurance solutions.
Please know that Ken Vyse is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.