Ken MacCoy began his career in the insurance industry in 1976 and moved to the life insurance and financial services side of the business in 1990.
In 2000, Ken started his own business, RitePartner Financial Services, providing insurance solutions and comprehensive financial planning for individuals, families and business owners in British Columbia, Alberta and Nova Scotia. While continuing to service the needs of existing clients, Ken’s main focus is providing insurance and investment solutions and financial planning to British Columbia residents.
Ken is an independent broker and Managing General Agent (MGA) for Edge Benefits Inc. and assists and mentors various agents in providing disability, business overhead expense, critical illness, final expense plus health and dental benefits for employees, self-employed individuals and small-to-medium business owners.
Ken is an accredited Certified Health Insurance Specialist (CHS™). A CHS is a professional financial advisor specializing in living benefits including income replacement and risk management solutions for individuals, business owners and professionals. It is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry.
The Certified Health Insurance Specialist (CHS™) was established by The Institute of Financial Planning Standards Council® (FPSC®) to raise the professional standards and practice methods of financial advisors in the health insurance sector. The CHS designation positions financial advisors to meet the growing market demand for informed living benefits advice, through education and practice expertise in all relevant health insurance areas including disability insurance, critical illness, long-term care insurance, basic and extended health insurance, drug and dental insurance, emergency medical insurance plans for travelers and insurance that provides immediate access to healthcare.
Ken’s specialty is solving the individual insurance and retirement planning needs of his personal and business clients. In addition, Ken’s focus has been assisting sole-proprietors and companies requiring business oriented products and services related needs including: Tax, Retirement & Estate Planning, Business Succession Solutions, Group Employee Benefits, Buy-Sell and Key Person Insurance, Income Replacement and Disability Buy-Out .
Ken has access to the top insurance providers in Canada plus the products and specialist support required to best meet the Retirement, Insurance, Tax and Estate (R.I.T.E.) planning needs of his personal and business clientele.
Whether you work with Ken MacCoy or his team of professionals, you can depend on their combined knowledge and expertise to assist you in reaching your financial goals with a full range of retirement, tax, estate planning strategies. You can count our commitment to provide greater financial security and the reassurance that your protection, retirement, investment, tax and estate planning needs are met.
Ken has been a proud member of Advocis, the Financial Advisors Association of Canada, the oldest and largest professional membership association of financial advisors in Canada since 1991.
Advocis members are professional financial advisors who adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, maintain appropriate levels of professional liability insurance and are committed to putting their client interests first.
Advocis members are experts who can provide a full range of financial services including estate and retirement planning, wealth management, risk management and tax planning.