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We work with families and business owners to help them build on their success while helping them minimize their taxes and maximize their estate.
What Makes Us Different
Over a decade of experience means you can expect a service designed around you, and delivered with professionalism.
All clients receive the same price when buying or selling investments no matter how much money you hold with us.
Expect consistency delivered in concise and simple terms, without the industry jargon. Layers of complexity will not be added as your needs grow.
Your Financial Health is more than just investments; various facets of your life are considered.
Our clients are never limited to the expertise of one individual – a team of professionals is constructed with you, to give support not provided elsewhere.
We understand you will hold us accountable to reach a goal – we will do everything we can to honor this.
About Lance Scott
Lance has been in the investment industry for over a decade. He is a graduate of the University of Guelph with a BComm. in Management Economics and Finance and holds the following designations: Fellow of Canadian Securities Institute, CERTIFIED FINANCIAL PLANNER professional, Chartered Investment Manager and Portfolio Manager.
When Lance is not spending time with his wife, Stephanie, and their 2 sons, Grayson and Edison, he is involved in the community. Lance also enjoys playing hockey, golf and slo-pitch.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.