An older man with short gray hair, glasses, and a trimmed goatee wears a dark suit jacket over a patterned white shirt, smiling at the camera against a white background.

Ken Serbu

B.Mgmt, CIM
ASSOCIATE PORTFOLIO MANAGER & SENIOR FAMILY WEALTH ADVISOR

Ken has been working in the investment field assisting High Net Worth families for the past 30 years. He is a Chartered Investment Manager (CIM) and has a Bachelor of Management. Throughout the years, he has occasionally been profiled in “Money Sense”.

Ken feels that helping clients understand the dynamics and complexities of managing wealth; finding the right allocation that gets as close as possible to meeting client expectations is key to providing clients with the best experience, and is what motivates him most.

Outside of work, Ken enjoys spending time with his adult children, kayaking, camping, golfing, and reading.

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Calgary Office
10th Floor, 888 3rd Street SW, Bankers Hall, West Tower
Calgary,
Alberta
T2P 5C5