Kenneth Coombs
Investment Advisor @Manulife Wealth
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WORK HISTORY
Investment Advisor @Manulife Wealth
CA
As an Investment Advisor I help clients with all things related to making their money work smarter. From choosing tax-friendly investments to creating tax-saving strategies for your retirement and your estate, I help find investments that are in your best interest and work for your goals. Clients always ask “How much money should I have?” and that question can’t be answered because it’s different for everyone. It depends on your personal goals and individual savings capacity. The best thing you can do for your money is to stop comparing yourself to other people. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.
EDUCATION
Wilfrid Laurier University
BA
University of Windsor
B.Comm
ABOUT KENNETH COOMBS
I’m a Certified Financial Planner with over 13 years of experience helping families plan for retirement and discover new cash flows. I help clients in London, Ontario build wealth, work towards realistic retirement goals and find the right insurance protection. I started my career working as a Financial Advisor for one of Canada’s top banks. After learning the ropes, I made a career move to focus on helping clients with proper financial planning – I promise not to give you spreadsheets! I joined Selectpath in 2008 as a Financial Planning Associate and became a Certified Financial Planner in 2010. Selectpath offers financial solutions to help you build a secure financial future with expert advice and customized planning. My job as an Investment Advisor isn’t to make you rich. My goal is to help you stop doing stupid things with your money. I always start client meetings with one question, where are you now financially and where do you want to be? Ask yourself, when do you want your money and how much will you need? That’s where I come in. My financial planning experience and investment knowledge let me help you live a better financial life a.k.a. the life you want to have. When we meet, we’ll talk about how to allocate your money, we’ll look at your income and expenses and we’ll go over your tax strategies. I want to help you invest smarter to lower your taxable income. I believe good financial planning isn’t about how much money you make, it’s about how much you save. When I’m not in the office I like to spend time with my wife and our four kids. I enjoy listening to audiobooks about the psychology of decision making. I’m fascinated by how the mind works and incorporate a lot of the learning into my financial planning. If you’re looking for an experienced Financial Planner who ca help find ways to invest smarter, create tax-saving strategies and plan for your retirement, let’s talk. You can reach me by phone: 51••••••38 or email: k•••@selectpath.ca.
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