Licensed in ON, MB, BC
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), 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)
Chartered Financial Divorce Specialist® (CFDS)
Certified Executor Advisor® (CEA)
The intimate details of your personal, professional and financial information is governed by Scott’s professional memberships with:
Fellow of the Canadian Securities Institute
The Society of Trust and Estate Practitioners
Canadian Institute of Certified Executor Advisors
Estate Planning Council of Canada
Academy of Financial Divorce Specialists
ADR Institute of Manitoba Inc.
ADR Institute of Canada, Inc.
Have a question or want to discuss your portfolio? Send Scott a message and he will respond to you shortly!