Errol Scott, Conseiller en placement,Toronto, ON

Phone

Office

Mobile

Office Location

66 Wellington St. W., 36th Floor Toronto, ON M5K 1A2. map

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

Toll Free

(800) 563-5095

Fax

(416) 307-6680

Branch Phone

(416) 307-6672

Branch 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

At the beginning of our relationship, before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors. These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations you and your family share.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Achieve what truly matters to you

We offer wealth and investment management solutions to a select group of clients. Our specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian individuals and families and we understand their distinct needs. We also understand that one size doesn't fit all, and that personalizing your wealth strategy involves taking the time to really get to know you and your vision for the future.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Retirees / Pre-retirees

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Let's Connect

What We Do

Initial Discovery

Seamless Onboarding

Proactive Reviews

Thinking of the Big Picture

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.