Errol Duke Scott
Senior Investment Advisor
CIM®
FCSI®
FMA
Working together to help you achieve what truly matters to you
Phone
Office Location
The SCOTT Investment & Wealth Advisory Team is led by Errol Duke Scott. Duke began his career in the wealth advisor business in 1996. He holds the Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA) designations and is a Fellow of the Canadian Securities Institute (FCSI®).
Duke has built a strong client-focused business. Duke can provide you with an in-depth view of the investment universe and translate this big picture view into a detailed yet understandable strategy. He can help you develop a plan that will help you to reach your goals and will meet with you on a regular basis.
Duke is very active in supporting and raising funds for the minor hockey league and loves spending time with his wife and his four very energetic children.
Phone
Fax
(416) 307-6680
Certificates
CIM®
FCSI®
FMA
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Thinking of the Big Picture
In Thinking of the Big Picture, The SCOTT Investment & Wealth Advisory Team uses a wealth management process designed to simplify the complex set of decisions needed for your financial future. This means revisiting the financial decisions you’ve made over the years and the goals you’ve set for yourself in the years to come. We help business owners, executives and their families clarify their individual financial and life goals. We create personalized investment plans and manage the process through regular portfolio reviews. Our goal is to maximize client returns in line with their goals and individual risk tolerance.
We work with you to build a long-term strategy that we follow and monitor closely so that you can maintain your lifestyle and enjoy the retirement you envision. While our custom solutions are what attracts our clients, it is our hands on approach and personal service that creates a lasting relationship with them.
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Achieve what truly matters to you
Tailored Solutions
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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