The Ken Vyse Team

Ken Vyse

Senior Financial Planner

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.

The Ken Vyse Value Add

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. At Optimize, Ken works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Ken measures his success by how well he has helped his clients achieve their specific goals and objectives.

Ken's Approach to Wealth Management

Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Ken, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Ken and a licensed portfolio manager from Optimize are outlined in detail below.
*Investment Advice is only offered through a licensed Optimize Portfolio Manager
As a Senior Financial Planner, Ken helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.

Contact

Location

Ken's Wealth Management Team

Justine Vyse

Associate

Luca Ciminelli

Portfolio Manager

Warren MacKenzie

Head of Financial Planning