Our Team

Ken has a passion for investment and estate planning and has been providing financial and tax planning advice to valued clients for over 30 years. When speaking with Ken on financial matters, you can see the enthusiasm he has for approaching a challenge and finding the best solution.

By following the principles of after-tax planning, Ken is able to help his clients grow their wealth in a tax efficient way. Ken also brings a unique agriculture focus to his clients in the farming community, as he has a good understanding, and a great deal of experience with the unique needs of farm corporations and their family succession issues.

Ken is an avid fishing enthusiast and participates in fishing tournaments whenever he can. Ken enjoys playing basketball and hockey, and has coached youth basketball since 2009 for the East Elgin Youth Basketball Club, and East Elgin Senior Boys. He enjoys being involved with his kids events, and spending time with his family at the cottage.

Stephanie has over 25 years experience in the financial services industry as well as an education and background in business planning and communication. She holds her B.A. in Communications, a Diploma in Financial Planning from the Canadian Institute of Financial Planning, and Certified Financial Planner (CFP) designation.

Stephanie is skilled and thorough when creating and implementing financial plans. She believes strongly in planning, investor profiling, and long term investing. By following the principles of financial planning in her own life, Stephanie has proven to herself, beyond a doubt, the power of a good financial plan. Stephanie has been a columnist for a local business magazine 'Elgin this Month', since 2010. She is committed to helping educate people on financial matters and make a contribution towards increasing financial literacy in Canada. 

Ken and Stephanie have three children and spend a lot of time focusing on their family. Stephanie is actively involved in the community.

Sally has over 26 years experience in the financial service industry. She has a diploma in Finance from Fanshawe College along with Canadian Securities and Professional Financial Planning certifications from the Canadian Securities Institute.  Sally is also a QuickBooks certified ProAdvisor with advanced online certification.

Sally strives to take the time to get to know her clients and understand what is important.

Sally is married with two daughters and she teaches Sunday School. Sally also enjoys slo pitch, waterskiing, yoga and photography.  Family time is a priority whether it is playing card games, cottage getaways or travelling.  Sally has been able to experience destinations such as Hungary, Africa and China.