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. 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.