About Us - Bracket Planning

Kenneth Martin Doll - Senior Financial Planner

About Ken

Kenneth Doll

SENIOR FINANCIAL PLANNER - BA - B.COMM. - MA - CFP - CLU - TEP - ICD.D

Ken is an independent, unbiased and objective financial planner who has spent three decades advising incorporated physicians, professional families, executives and business owners on retirement, tax, estate and wealth-transfer planning. His work is especially valuable when personal wealth, corporate assets, family dynamics and professional advisors all need to be coordinated into one clear plan.

He works closely with clients to identify financial, retirement, tax and estate planning solutions that help them build and protect their wealth while minimizing tax. Ken is an advocate of holistic, comprehensive financial planning - an approach that encompasses more than a client's financial situation, giving equal weight to family dynamics and the sensitive issues around wealth transfer.

His client work spans professional corporations and prominent families, executives, entrepreneurs and business owners, incorporated professionals - doctors, dentists, lawyers, accountants and engineers - professional athletes including NHL players, and farm and ranch families.

Ken has also built financial plans for Canadians across the country, including those with property in the U.S.

Education & Credentials

Qualified, credentialed, and continually advancing.

Each professional designation has been held in good standing since it was earned.

University of Alberta

BA, B.Comm., MA

Three degrees in business, economics and political science.

CFP

Since 2002

Certified Financial Planner - the internationally recognized standard for financial planning.

CLU

Since 2005

Chartered Life Underwriter - advanced study in tax, law and estate planning; a master's level designation.

TEP

Since 2015

Trust and Estate Practitioner - the leading international body for trust and estate professionals.

ICD.D

Since 2019

Institute of Corporate Directors - the highest professional designation for corporate directors.

Hockey Agent Program

SMWW

Hockey Agent program instructed by Rick Curran, veteran NHL player agent with the Orr Hockey Group.

CSC

Industry course

Canadian Securities Course - foundational investment and securities training.

IFIC

Industry course

Canadian Investment Funds Course.

Beyond the Practice

A trusted voice in the profession.

Expert Witness & Litigation Support

Ken acts as an expert witness and litigation analyst for the legal community, providing independent analysis in matters including:

Disability income and personal injury income loss calculations
Divorce mediation, separation agreement financial analysis and property division
Estate planning calculations and estate mediation
Retirement funding calculations, financial planning calculations and lifelong income planning
Insurance needs analysis and tax planning with insurance - including incorporating insurance into business partnerships, child support, and financial and estate plans

Educator & Presenter

Ken has conducted presentations on investments, insurance, retirement income planning, financial and estate planning, and philanthropy.

Industry Involvement & Regulation

A longtime volunteer on the regulation side of the financial industry - developing policy, enforcing advisor compliance, and protecting clients' and consumers' interests, first and foremost.

Appointed to the board of the Estate Planning Council of Canada (volunteer)
Appointed to the Financial Planner/Financial Advisor Stakeholder Advisory Committee of the Financial Services Regulatory Authority of Ontario (FSRA), representing the Independent Financial Brokers of Canada (volunteer)
Former Chair of the Board of Directors of the Alberta Insurance Council

Matthew Lahey - Partner, Planning & Operations

About Matthew

Matthew Lahey

PARTNER, PLANNING & OPERATIONS - BA - PMP

Matthew brings a practical, systems-minded approach to financial planning, shaped by experience in software, business operations and real estate investing. He works with clients to bring structure and clarity to their financial lives, turning complex goals into organized plans they can understand and follow.

Before joining the practice, Matthew spent much of his career in software development and technology, where he learned to break complicated problems into clear, manageable systems. He also built and managed a real estate portfolio, giving him firsthand experience with financing, tax considerations and the long-term decisions involved in growing and holding assets.

As operations manager, Matthew helps keep the planning process organized, responsive and focused on what matters most to each client.

Education & Credentials

A builder's approach to planning.

Matthew holds a Bachelor of Arts from Memorial University of Newfoundland and is a certified Project Management Professional (PMP). He also completed a year of legal studies at the Schulich School of Law at Dalhousie University in Nova Scotia, deepening an interest in the contractual related issues that often surface in a client's financial picture.

Project Management Professional (PMP)
Bachelor of Arts (BA) - Memorial University of Newfoundland
Legal studies - Schulich School of Law, Dalhousie University, Nova Scotia (one year)

Beyond the Practice

Experience that translates.

Technology & Software

A career in software development and technology, building systems that turn complex requirements into clear, repeatable processes.

Real Estate

Built and managed a real estate portfolio, with hands-on experience in financing, property and the long-term decisions behind growing assets.

Operations & Project Management

Brings PMP-level project discipline to the practice, keeping planning organized, on track and accountable from first meeting onward.

A wealth of experience, on your side.