Ken SteinCFP®

Wealth Advisor

Ken has been a financial professional for over 22 years, following in his father’s and grandfather’s footsteps who were financial professionals for over 7 decades practicing both in the United States and Canada. His first goal is always to help his clients by offering them the best possible advice to help meet their individual goals. After graduating from University of Massachusetts, cum laude with a Honors degree in finance, Ken completed several industry certifications. Ken is a fully accredited C.F.P, has completed both the , I.F.I.C, and C.S.C courses, and is committed to the highest level of Professional Excellence.

Ken is an avid hockey sportsman, and an active fundraiser in a number of different charities, including: The Baycrest Centre for Geriatric Care, Best Buddies International, and The Down's Syndrome Association of Canada. He currently lives in Toronto, with his loving wife and two girls.


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