Ken Stern

I help high income and wealthy Canadians save tax and donate more efficiently using a structured transaction that harnesses the tax benefits of Flow-through shares, while eliminating the key risks of illiquidity, volatility, and counterparty risk. I am a seasoned Canadian investment and financial advisor with significant experience dealing with customers and consulting other advisors. I offer a time-tested solution that has always delivered positive after-tax returns. A few years ago I successfully sold and transitioned my investment book of business and now offer high income, wealthy individuals and their corporations, opportunities to reduce taxes and/or extract money from their corporations at the lowest possible cost. Make no mistake - I am not looking to replace your accounting professional or investment advisor. In fact we almost always work with them to ensure optimization of the tax benefits afforded by our transaction. In the past 15 years we have sold almost $2 billion of flow through shares, helping Canadian entrepreneurs, small business owners and high income earners save huge amounts of tax. I have had a number of public speaking engagements, including the prestigious Million Dollar Round Table Annual Meeting (New Orleans, June 2005). Also published articles including “Absolute Risk – How to Spot a Bad Hedge Fund” (Advisors Edge, April 2006) and “Money in the Middle” focusing on mezzanine financing as an investment (Advisors Edge, December 2007). I was a member of the internationally respected Society of Trust and Estate Planners (T.E.P.) and qualified as a Chartered Alternative Investment Planner (C.H.A.I.P.). In 2001 I achieved the highest possible award in the Life Insurance industry, earning “Top of the Table” status of the Million Dollar Round Table.