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Investment Advisor
Senior Financial Advisor
Registered with Peak Securities
Phone: (604) 688-9577
Fax: (604) 688-7608
E-Mail: kjohnston@solguard.com
Licenses
Licensed for Securities
Licensed for Life, Disability, and
Critical Illness Insurance
Philosophy
My goal is to be my clients' principal financial advisor. I offer my clients comprehensive financial advice and/or investment management expertise. The one constant in an individual's financial strategy should be their financial advisor, who takes them from the early stages of life, into retirement, and beyond.
Qualifications
Over 15 years experience in the financial services industry. Specializing in Retirement strategies, Tax and Estate options, and Investment strategies.
Services
Retirement Strategies.
Investment Strategies.
Estate Options.
Tax Strategies.
Cash Flow Projections.
Insurance needs analysis.
Annuities.
Seminars.
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| Ken Johnston offers financial planning and insurance services as an independent representative, under Solguard Financial Ltd., and these services are offered independently of PEAK Securities Inc.
PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds and mutual funds. PEAK Securities Inc., is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.
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CLIENT DOWNLOADS:
Financial Review
Document Checklist
(PDF, 1pg, 13k)
Personal Cash Flow Form
(PDF, 1pg, 13k)
Online Personal
Cash Flow
Calculator
CSA Investment
Planning Worksheet
(DOC, 4pgs, 368k)
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