Ken Doll
Senior Financial Planner @Eau Claire Partners
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WORK HISTORY
Senior Financial Planner @Eau Claire Partners
Calgary, AB, CA
Contracted as the exclusive financial planner for Eau Claire Partners Inc, and their advisors.
EDUCATION
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Trust & Estate Practitioner, Trusts, Law, Estates, Tax, Legacy, Philanthropy
The Institute
Chartered Life Underwriter (CLU), Tax, Law, Estate Planning
Institute of Corporate Directors
ICD.D
FP Canada
Certified Financial Planner (CFP), Investments, Insurance, Financial Planning, Estate Planning, Tax Minimization Strategies
University of Alberta
BA, B.Comm., MA, (Three Degrees: Business, Economics & Political Science)
Canadian Securities Institute
Canadian Securities Course, Investments and Securities, Mutual Funds, Investing, Stocks & Bonds
ABOUT KEN DOLL
BA, B.Comm, MA, CFP, CLU, TEP, ICD.DWealth, Tax and Estate AdvisoryI give you peace of mind about your future in retirement and help you to safeguard everything you’ve worked so hard to build. As an expert financial planner with many years of training, I help you protect your assets, comprehensively plan for the future you’ve been working towards, build wealth and reduce income tax. I am a Certified Fee-Only and Advice-Only Financial Planner, which means my advice to you is completely unbiased. There are no products associated with the plans I provide my clients. As a Litigation Analyst, I provide Civil Litigation support for the legal community in the following areas: Disability, Divorce, Estate, Retirement, Insurance, Personal Injury, and Financial Planning calculation support. Expert Witness. I have the following training and hold these professional designations:• Trust and Estate Practitioner (TEP) Designation• Certified Financial Planner (CFP) Designation • Certificate in Financial Planning (CAIFA)• Canadian Securities Course (CSC)• The Canadian Investment Funds Course (IFIC) Previous board positions:• Chair of the Alberta Insurance Council• Chair of the Life Insurance Council of Alberta
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