Ken believes that careful planning, creative solutions and a committment to service are the keys to long term client relationships. Using this approach, Ken specializes in retirement income and estate planning for those nearing retirement, and income preservation strategies for those already in retirement, with particular attention to the Long Term Care needs of seniors.

Ken McNaughton is currently Vice-President of the Estate Planning Council of Victoria; he is also a Life and Qualifying member of the Million Dollar Round Table, and a 9 year member of Top of the Table.

Ken has earned the following designations:

• Certified Financial Planner (CFP)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (CH.F.C.)
• Registered Health Underwriter (RHU)
• Certified Senior Advisor (CSA)