Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Ken Stein

CFP®
Wealth Advisor

Ken has been a financial professional for over 22 years, following in his father’s and grandfather’s footsteps who were financial professionals for over 7 decades practicing b...

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Ken Stein

CFP®
Wealth Advisor

Ken has been a financial professional for over 22 years, following in his father’s and grandfather’s footsteps who were financial professionals for over 7 decades practicing both in the United States and Canada. His first goal is always to help his clients by offering them the best possible advice to help meet their individual goals. After graduating from University of Massachusetts, cum laude with a Honors degree in finance, Ken completed several industry certifications. Ken is a fully accredited C.F.P, has completed both the , I.F.I.C, and C.S.C courses, and is committed to the highest level of Professional Excellence.

Ken is an avid hockey sportsman, and an active fundraiser in a number of different charities, including: The Baycrest Centre for Geriatric Care, Best Buddies International, and The Down's Syndrome Association of Canada. He currently lives in Toronto, with his loving wife and two girls.

 

Insurance products available through Ken Stein.

Our Consultants

 

Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.