
Ken V. Thomas PFP, FMA, QAFP, RRC
Ken Thomas started his financial career at a major Canadian bank as a Senior Auditor. He then went on to become the Manager - Treasury Operations. When Ken immigrated to Canada, he joined Berkshire Securities Investment as an Associate Planner, building his practice and networking with contacts in the Greater Toronto Area. He worked with several financial planners as a portfolio manager, assisting them in building financial portfolios for their clients.
Ken joined IG Wealth Management as an Advisor in 2009, and then moved into a corporate position as a Division Manager in 2012. He helped guide and encourage Advisors in that role; however, he eventually returned to his true passion: integrated financial planning. Ken believes that clients deserve the best advice and that an integrated approach tailored to their circumstances allows them to accomplish their financial goals.
Ken holds several designations in financial planning and continues to add new skills to his professional arsenal.