Ken Doll Email
Senior Financial Planner @ Eau Claire Partners Inc
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Ken Doll Location
- Calgary, AB, CA
Ken Doll Work
- 2025 -now Senior Financial Planner @
- 2024 -now Certified Financial Planner @ KENNETH MARTIN DOLL FINANCIAL PLANNER (Canada Wide)
- 2024 -now Litigation Analyst @ KENNETH MARTIN DOLL FINANCIAL PLANNER
- 2024 -now Certified Financial Planner @ WEALTH ARCHITECTS INC.
- 1996 -now Founder, Owner and Financial Planner @ Wealth Architects
- 2022 -2024 Financial Planner @
- 2021 -2022 Certified Financial Planner @
- 2013 -2021 Board Member @ Estate Planning Council of Calgary
- 2018 -2021 Senior Financial Planner @
- 2013 -2018 Chair - Life Insurance Council of Alberta and Acting Chair of the Alberta Insurance Council @
- 2012 -2018 Life Member Representative @
- 2009 -2012 Regional Account Manager @
- 2008 -2009 Regional Account Manager @
- 2007 -2007 Member of Continuing Education Accreditation Committee @
- 2002 -2007 Executive Account Manager @
Ken Doll Education
- STEP Canada | The Society of Trust and Estate Practitioners (Canada) 2015
- Canadian Securities Institute 2005-2000
- University of Alberta 2000
- FP Canada
Certified Financial Planner (CFP) (Investments, Insurance, Financial Planning, Estate Planning, Tax Minimization Strategies)
2002 - Institute of Corporate Directors
ICD.D
2019 - The Institute 2005
Ken Doll Skills
- Estate Planning
- Financial Advisory
- Trust and Estate
- High Net Worth
- Licensed Life Insurance
- Financial Planners
- Public Speaking
- Pensions
- Retirement Savings
- Saving for Education
- Litigation Support
- Corporate Tax Planning
- Retirement Income Strategies
- Estate Tax Planning
- Trust and Estate Practioner
- Insurance
- Retirement Planning
- Financial Planning
- Retirement Income
- Permanent Life Insurance
- Tax
- Critical Illness
- Investments
- Planned Giving
- Finance
- Income Protection
- Group Benefits
- Financial Services
- Segregated Funds
- Wealth Management
- Life Insurance
- Mutual Funds
- Insurance Consulting
- Universal Life
- Business Planning
- Strategic Financial Planning
- Savings
- High Net Worth Individuals
- Wealth Accumulation
- Business Tax Planning
- Expert Witness
- Licensed Life Insurance Agent
- Long Term Care
- Disability Insurance
- Licensed Life and Health Insurance Agent
- Financial Advice
- Public Relations
- Strategic Financial
- Term Life Insurance
- Inheritance Tax Planning
- Health Insurance
- Retirement
- Licensed Life and Health
- Employee Benefits
- Philanthropy
Ken Doll Summary
- Ken Doll, based in Calgary, AB, CA, is currently a Senior Financial Planner at Eau Claire Partners. Ken Doll brings experience from previous roles at KENNETH MARTIN DOLL FINANCIAL PLANNER (Canada Wide), KENNETH MARTIN DOLL FINANCIAL PLANNER, WEALTH ARCHITECTS INC. and Wealth Architects. Ken Doll holds a STEP Canada | The Society of Trust and Estate Practitioners (Canada). With a robust skill set that includes Estate Planning, Financial Advisory, Trust and Estate, High Net Worth, Licensed Life Insurance and more. Ken Doll has 1 emails on RocketReach.
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Top Eau Claire Partners Inc Employees
Amy Wong
Associate Partner
Richmond Hill, ON, CA
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Senior Partner
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Ken Doll
Senior Financial Planner
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Esther Kamunya
Managing Partner
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Rima Chehayeb
Managing Partner
Edmonton, AB, CA
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