T. Scott Boyd, CIM, CFP
Associate Portfolio Manager & Wealth Advisor
250-549-4073 | Email me |
Scott joined RBC Dominion Securities in 2005 and brought a decade of experience within the financial services industry with him. As an Investment Advisor and Certified Financial Planner, Scott focuses on helping families and business owners identify their lifetime financial goals and objectives. Read full bio >>
By listening to his client’s unique experiences and dynamic financial challenges, he is able to understand their needs and provide solutions that help achieve their goals.
Scott follows a disciplined and personal approach to the wealth management of each client. A tailor-made plan can effectively address the segments of a client’s financial world. Beginning with a long-term investment strategy, Scott and his team will create a supporting financial plan with a strong focus on retirement savings, income planning and risk-minimizing strategies to help you achieve your goals.
Scott has successfully undertaken a number of industry designations to assist him in the pursuit of providing exceptional service and advice to his clients. In 2010 Scott received his Certified Financial Planner (CFP®) designation to complement his Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations. Scott was awarded the prestigious designation of Fellow of the Canadian Securities Institute (FCSI) in 2005. Recognized as the highest honor in the Canadian financial services industry, the FCSI designation is only bestowed upon those whose training and experience exemplify excellence.
Scott and his wife Beth, have two children, Jackson and Kate. Together they enjoy spending time on the local Okanagan lakes boating and camping in the summers and taking advantage of the exceptional ski resort at Silver Star Mountain in the winter months. Scott enjoys golfing, hockey, skiing and reading in his spare time.
Before joining The Cooper Boyd Advisory Group in 2011, Tanis worked in many areas of the branch, developing an impressive knowledge base of the investment services business, which benefits client portfolio administration and helps the team deliver exceptional client service. In 2007, Tanis became a Licensed Associate after successfully completing the Canadian Securities Course and Conducts and Practices Handbook course.
Tanis is responsible for our clients’ day-to-day administration needs. She handles any inquiries promptly and efficiently, ensuring a high level of personalized service.
Tanis and her husband Luke, have two young sons Ryder and Kolten. They enjoy family time outdoors, including skiing in the winter, and weekends on Shuswap Lake in the summer. In her spare time Tanis enjoys softball, snowboarding and reading.
Megan spends her weekends enjoying the outdoors spending the weekends on the water, taking the dogs for a hike, and quality time with her family.
She is a driven individual who looks forward to enhance your level of customer service. She will be able to help you with the general administration of your accounts if there are any questions.
Michele and her husband Bill have two grown sons, both attending Universities in Alberta. For the past seven years Michele and her husband have hosted international Students in their home. On the weekends Michele and her husband enjoy snowshoeing in the winter and hikes in the Summer with their two dogs. In her spare time Michele enjoys gardening, golfing and swimming.