Wealth Management Professionals

Scott brings his 33 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning.

Prior to joining RBC Family Office Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner- managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs.

Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).

Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.

Scott is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). He obtained his Honours Bachelor of Commerce degree from the Michael G. DeGroote School of Business at McMaster University. Prior to joining RBC, Scott gained a unique understanding of planning for the ownermanager through various roles in the public accounting industry over the past 15 years. In his previous role as a senior tax manager, he specialized in providing tax advisory, tax minimization strategies, corporate reorganizations and estate planning services to high-net-worth individuals and owner-managed businesses. Scott has over 10 years of Canadian taxation experience. He has completed all three levels of CPA Canada’s In-Depth Tax Course and is a member of the Canadian Tax Foundation. Scott’s role is to work with and support your financial advisor in preparing and presenting your comprehensive Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you may have.

As a Premier Advisor with RBC Wealth Management Private Banking, Marian provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Working as a single point of contact, Marian will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Waterloo/Guelph-Cambridge-Orangeville area.

Marian draws on 16 years of experience within RBC. She was recently a Financial Advisor in our North Guelph community for 8 years and prior to that, she worked at Dominion Securities for 2 years as an Investment Advisor Assistant. She had the opportunity to engage in several aspects of our retail growth and client retention helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.

Marian has successfully attained her Bachelor's Degree in Psychology and currently holds accreditations through the Canadian Securities Institute which includes IFIC, PFSA and FP1. Her focus is to deliver an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.

Marian resides in Guelph with her husband and 2 children.