Ken Serbu B.Mgmt, CIM

Ken has been working in the investment field assisting High Net Worth families for the past 30 years. He is a Chartered Investment Manager (CIM) and has a Bachelor of Management. Throughout his career, he has occasionally been profiled in “Money Sense”.

Ken feels that helping clients understand the dynamics and complexities of managing wealth; finding the right allocation that gets as close as possible to meeting client expectations is key to providing clients with the best experience, and is what motivates him most.

Outside of work, Ken enjoys spending time with his adult children, kayaking, camping, golfing, and reading.