Plan for Life

Financial Plans, Advice & Solutions
Financial Freedom

Unlock your independence with our expert guidance.

Investment Growth

Maximize your wealth with our collaborative and strategic investments.

Wealth Protection

Safeguard your assets with our comprehensive approach.

Insurance Strategies

Grow your wealth through innovative solutions.

Ken Rousselle
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Ken Rousselle, CFP, CLU, ChFC, Founder

After graduating in 1983 with a degree in Accounting, Ken began his career in the accounting department of a life insurance company, where he spent the first eight years. His interest in marketing and sales led him to earn his Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. Over his career, Ken has held various senior positions in insurance and investment distribution, spending the last 11 years managing a financial and estate planning company for one of Canada’s largest accounting and tax preparation firms. Ken now advises individuals, business owners, and retirees seeking comprehensive financial planning.

Ken is married to his wife Jacquelyn and is the proud father of three children. When not working with clients, Ken enjoys spending time with his family as well as travelling, physical fitness, puzzles, and reading.

What We Do?

Unbiased Advice

We provide our clients with a financial plan and unbiased advice at no charge. You can then choose to use our strategies and recommendations or implement them independently.

Clear Goals

We help clients identify their financial goals and guide them in reaching these objectives using the Chartered Institute of Financial Planning’s six-step financial planning process:

  1. Establish and define the client relationship.
  2. Gather information and identify goals and objectives.
  3. Analyze and assess the client’s financial status
  4. Develop financial planning. recommendations
    Implement. recommendations and strategies.
  5. Monitor and review the plan.

Services Offered

 Financial & Estate Planning, including:

  • Charitable Gifting
  • Retirement Planning
  • Tax Planning & Cash Flow Management
  • Investment Strategies
  • Group Benefits
  • Risk Management & Insurance Planning
  • Private Wealth Investment & Banking Services

Get In Touch

Our Valued Clients

We are dedicated to offering practical guidance to empower you to make informed choices and reach your long-term financial goals. Rely on us to be your trusted partner in achieving financial security.

Schedule Your Free Financial Consultation

Customer Experiences