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Ken Wilk, FCSI, CIM, AIWM, B. Admin Portfolio Manager, Investment Advisor, Certified Retirement
I conserve and create wealth!
Simply stated with the combination of my Wealth of Experience, qualifications and the backing of the TD Bank Financial Group, we can provide real solutions to help you save and grow your money. I continue to guide clients through all types of markets, business cycles and financial situations.
In addition to being a Discretionary Portfolio Manager & Investment Advisor, I am also a licensed insurance representative, able to provide insurance solutions where appropriate. Committed to ongoing education and professional development, I recently achieved the Canadian Securities Institute global education’s Certified International Wealth Manager designation.
Training, experience and the ability to offer more than most, helps me to ensure vigilance against vested interest or biases in recommending one product or solution. Secondly, similar to other professionals, I am not subject to periodic transfers. Once you are a client you remain one, so long as we both choose. Typically, my clients encompass entire families covering several generations, businesses or institutions with combined investable assets of $1,000,000 or more, with individual accounts exceeding $250,000.
The initial consultation is free, however I am compensated for my services either by an annual fee on the assets managed, paid by you, or by the provider of the financial solution’s we choose. All future costs are transparent and disclosed upfront often saving you money on your current investments.
I have proven experience, credentials, and am an active community volunteer including Past Chairman, Manitoba Chambers of Commerce; Past Chairman, Winnipeg Winter Club; sustaining member Western Canada Aviation Museum. I enjoy travel, tennis, the lake, gardening and classic cars. I look forward to working with you!
Toll Free: (866) 988-5221
Fax: (204) 988-5266
Branch Office: (204) 988-2748
Branch Fax: (204) 988-2757
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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