RBC Wealth Management Partners
Ken Huynh, CPA, CFP, TEP
Financial Planning Specialist, Family Office Services, RBC Wealth Management
Ken is a Chartered Professional Accountant (CPA) and brings a broad range of experience to his role as a Financial Planning Specialist. He completed his Bachelor of Management with a major in Finance from the University of Lethbridge. Ken also holds the Certified Financial Planner (CFP) designation, and the Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners (STEP) in Canada.
Prior to joining RBC, Ken was a wealth planner at one of the world’s largest global financial institutions. In his previous role, he provided comprehensive wealth planning advice to high-net-worth and ultra-high-net-worth individuals and corporate clients on subjects of estate, trust, tax, retirement, and business planning. Ken has accumulated over 20 years of experience in the financial services and accounting industry.
Ken’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.
Specialized financial planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Ken Huynh, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.