Ken Stern
He is securities licensed through Aligned Capital Partners (IIROC). SMA platform provides Customized Global Balanced portfolios blending active management of global large cap equities and individual fixed income securities with ETFs which are used to enhance returns and reduce risk.
In 2001 Ken earned “Top of the Table” status in the Million Dollar Round Table. He also presented at the MDRT Annual Meeting (2005).
He earned Bachelor of Science (Honors) from Boston University (1973) and is a member of the Society of Trust and Estate Planners. He also holds Chartered Alternative Investment Planner designation.
Our Services
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate — from the time of application to the timely delivery of a claim cheque.
Contact Us
Creative Planning Financial Group is based in mid-town Toronto and our attentive staff is always happy to serve you.
Contact us postmaster@cpfg.com
Creative Planning Financial Group
1867 Yonge St., Suite 500
Toronto, ON M4S 1Y5