Scott brings over 25 years of experience to his role as an Investment Counsellor with RBC PH&N Investment Counsel. He works with successful professionals, families, business owners, trusts and foundations in Manitoba, Saskatchewan and Northwestern Ontario seeking an accredited professional to assist with growing and protecting their wealth.
Scott enjoys working with a select number of clients who value his personalized advice on wealth planning, investment management, business succession, estate planning, trust structures, and customized investment strategies based on his deep understanding of their unique needs and financial circumstances. Scott also works in collaboration with an in-house team of tax, estate and financial planning specialists, along with his clients' existing advisors to provide his clients comprehensive wealth management solutions.
Committed to ongoing professional development, Scott graduated with distinction with a Bachelor of Commerce (Honours) degree from the University of Manitoba. He has achieved the Chartered Financial Analyst (CFA), Personal Financial Planner (PFP), Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations. In addition, he has also earned the Foundation Studies in Accounting diploma from the Certified General Accountants Association, and has also been recognized with numerous national achievement awards in client service and wealth management during his 25-year tenure with RBC.
Scott is married with three children, enjoys time at 'the lake,' and is an active volunteer in his community with a particular passion for working with youth.
