THOM, Ken: CEA, CPCA, CAFA®

Ken Thom entered the financial planning industry in 1993 after a long career in business and marketing. In 1995, he opened the doors of Thom & Associates Financial Planners Inc as an independent brokerage located in Kelowna. Pauline Murray CFP, AIC, AIAA joined Ken in 1997 as VP of Administration.

Originating from a Saskatchewan farm family, Ken has seen first hand the challenges Canadian farmers have faced and are still facing today. In has been reported that $750 billion Canadian dollars will be passed on to the next generation in the next 20 years. How much of your wealth are you planning to pass on to the government?

SERVICES AND AREAS OF EXPERTISE:

The team at Thom & Associates offers 75+ years of experience, knowledge and dedication to the financial industry. As a customer related consulting firm, Thom & Associates does not charge a fee for service.

As a team, we excel in assisting families in the transition of properties, retirement and estate planning. We work directly with your accountants and lawyers to ensure the most efficient tax plan has been created for you.

Working throughout BC and AB, our services include Business & Succession Planning, Estate Transfer Concepts & Solutions, Individual and Family Protection and Retirement Programs. Please check out our websites at www.ThomAndAssociates.com and www.StresslessRRSP.ca