Ken Peters, CFP, CPCA

Senior Financial Planner

Specialties

Ken specializes in helping seniors with all of their financial planning needs. These may include structuring retirement income, reducing possible tax burdens, planning for efficient estate transfers, and creating risk-controlled portfolios.

Degrees and Designations

  • Certified Financial Planner
  • Certified Professional Consultant on Aging

Other Education

  • Canadian Securities Course
  • Professional Financial Planning Course
  • Level 2 Life License

Personal

Ken has been a life long Abbotsford resident along with his wife and their two children. Ken enjoys RVing with his family, as well as working on motorcycles and cars.

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Ken is a Senior Financial Planner with Assante Financial Management Ltd.