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Lance Scott

Senior Investment AdvisorSenior Portfolio Manager

  • B.Comm.
  • CFP®
  • CIM®

The next few years could change the next few decades.
Let’s talk about what’s ahead of you.

For more than a decade, Lance Scott has been developing a comprehensive suite of investment and wealth management strategies to serve his clients. His expertise has evolved into a specialization around business owners, executives, and the personal and financial components of the retirement transition.
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Lance has been in the investment industry for over a decade. He is a graduate of the University of Guelph (BComm), where he majored in Management Economics and Finance, and he has earned some of the highest professional designations available, in the Canadian financial industry including Fellow of Canadian Securities Institute (FCSI®), Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®).
Lance and his wife Stephanie have three sons, Grayson, Edison and Elliot. He is an avid sportsman who plays hockey, golf and slo-pitch. A member of the Ingersoll Rotary Club, he is also part of the coaching team for Dorchester Minor Hockey.

ADDITIONAL CONTACT

Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552

LANGUAGES

English

EDUCATION

University of Guelph

COMMUNITY INVOLVEMENT

Ingersoll Rotary Club, Dorchester Minor Hockey

Additional Information

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