As a third-generation investment advisor, Scott's depth of knowledge of the Canadian financial services industry, dates to his time working summer jobs at brokerage firms on Bay Street. With a detailed understanding of the function of the back office and the administrative side of the business, Scott now leads a practice that prioritizes customer service and administrative execution.
Scott has become known as a fixed income specialist and has an intimate knowledge of Canada's bond and preferred share markets. A self-described "bond geek", Scott excels at running conservative balanced investment accounts, managing risk and advising on prudent wealth planning strategies. Scott brings a constant energy and passion to his job and truly loves working with clients to understand their objectives, achieve their goals and create connections amongst his and their networks to build lasting relationships. Most importantly, Scott is so proud of his team and what they have been able to achieve over the course of his twenty plus years in the business.
