Your aspirations, is Scott’s inspiration in the discovery process to identify:
Through a process of engagement and collaboration, together we can write the next chapter in your story.
Draw upon Scott’s diverse skills (accounting, finance, mediation), decades of experience and passion for knowledge which has bestowed upon him:
Certified Financial Planner® (CFP)
Chartered Investment Manager® (CIM)
Fellow of the Canadian Securities Institute® (FCSI)
Certified Divorce Financial Analyst® (CDFA)
Qualified Mediator (Q. Med)
The intimate details of your personal, professional and financial information is governed by Scott’s professional memberships with:
Institute of Advanced Financial Planners
Fellow of the Canadian Securities Institute
The Society of Trust and Estate Practitioners
Canadian Association of Gift Planners
ADR Institute of Manitoba Inc.
ADR Institute of Canada, Inc.
Collaborative Practice Manitoba Inc.
Family Mediation Canada
Institute for Divorce Financial Analysts
Have a question or want to discuss your portfolio? Send Scott a message and he will respond to you shortly!