- 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.
- why we do
Our Purpose and Passion
At the heart of everything we do is a genuine desire to help people achieve the future they envision. We believe that financial security is the foundation for living the life you’ve always dreamed of. That’s why we’re committed to providing personalized, expert guidance that empowers our clients to make informed decisions, plan with confidence, and reach their goals. It’s not just about numbers—it’s about making a meaningful impact on the lives of those we serve.
Collaborating for your Benefit
As independent advisors, we believe in transparency and accessibility. We do not charge clients directly for our advice or services. Instead, we partner with leading life insurance and investment management companies, earning a commission or referral fee through the sale of their products. These fees are typically included in the overall cost of the life insurance or investment products you choose, ensuring you won’t face any unexpected or hidden charges.
