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.
- About us
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.
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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:
- Establish and define the client relationship.
- Gather information and identify goals and objectives.
- Analyze and assess the client’s financial status
- Develop financial planning. recommendations
Implement. recommendations and strategies. - 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
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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.
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Schedule Your Free Financial Consultation
- Real Client Stories
Customer Experiences
Jane & Mark S.
"KMR Financial has been instrumental in helping us map out our financial future. Ken is incredibly knowledgeable, especially when it comes to tax strategies and retirement planning. He explained everything in a way that made sense, and we feel secure knowing we have a solid plan in place. We highly recommend KMR Financial to anyone looking for professional, personalized advice!"
Michael D.
"Ken is fantastic! As a business owner, I needed guidance on estate planning and risk management, and KMR Financial delivered. Ken took the time to understand my needs and created a strategy that aligns perfectly with my goals. The peace of mind I now have is invaluable. Highly recommend!"
Sarah L.
"I've been working with Ken for several years now, and his attention to detail is unmatched. He’s proactive, incredibly responsive, and always has my best interests at heart. I’ve gained a clear path to a comfortable retirement thanks to KMR Financial. If you want someone who genuinely cares about your financial well-being, Ken is the advisor you want on your side."
David P.
"KMR Financial was recommended to me by a colleague, and I couldn't be happier with my experience. Ken helped me sort out my investments and gave me peace of mind with a well-thought-out tax strategy. I appreciate his professionalism and the fact that he takes the time to educate his clients. Great service and an even greater team!"
Dr. Lisa M.
"Ken truly goes above and beyond. He provided guidance that’s not only thorough but also tailored to my unique situation as an incorporated professional. His expertise in estate and tax planning is evident, and I feel very fortunate to have found someone so dedicated and insightful. Thank you, KMR Financial!"
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