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Though vitally important, helping to minimize your tax liability while working to maximize your estate represents only a fraction of the wealth management services we offer.
The Lance Scott Investment Group is a seasoned multi-disciplinary group of financial professionals whose capabilities include, but are not limited to, the following practice areas**:
Our job is to integrate a balanced – and carefully selected – combination of these elements into a coherent and credible long-term wealth building strategy for our clients. That is what makes us different.
If we had to choose a single word that defines our practice, it would be relationships. Specifically, the relationships we build with each client. And the foundation of any relationship is honesty and trust.
We like to work with people we like. That’s what drives us to go the extra mile. Doing great work – which is what we strive to deliver – is ultimately meaningless without that extra personal ingredient. We like to feel good about our work. And we like to feel good about the people’s lives our work influences. It’s that simple.
You are unique. We view our client relationships as a cohesive team based on shared values, shared expectations and clearly articulated objectives.
There is no such thing as a typical client.
All clients are charged the same fee when buying or selling investments, whatever the size of their portfolio. Transparency is fundamental in everything we do.
What you see is what you get.
We don’t use investment industry jargon. Our recommendations are expressed clearly. Layers of complexity are not added as your needs grow.
We keep things simple.
Wealth building involves far more than investment performance, important though that is. We take a holistic view of your life: money, family, future.
True wealth is about far more than money.
Our clients are never limited to the expertise of one individual. A team of professionals is constructed with you, for you and around you.
All for one. One for all.
We understand you will hold us accountable to help you reach your goals. We treat the expectations of our clients with dedication and respect.
We honour the trust you place in us.
Results-driven, strategic and – above all – accountable, the Lance Scott Investment Group offers you a comprehensive approach to the management of your financial affairs.
Our systematic, long-term, goal-based process is designed to organize, manage and simplify the financial lives of busy, successful people like you.
We act for individuals and families, executives and professionals, business owners and entrepreneurs, pre-retirees and retirees.
Immediate financial goals and long-term wealth building aspirations are deeply intertwined. I develop comprehensive investment and wealth management strategies – emphasizing the importance of tax savings and estate planning strategies – that help my clients to reach both.
In the investment industry for over a decade, I am a graduate of the University of Guelph (BComm) specializing in Management Economics and Finance. My designations include: Fellow of Canadian Securities Institute FCSI®, Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and Portfolio Manager.
Married to Stephanie and with two sons Grayson and Edison, I am an avid sportsman who plays hockey, golf and slo-pitch. A member of both the Ingersoll Rotary Club and the Tillsonburg Chamber of Commerce, I am also part of the coaching team for Dorchester Minor Hockey.
firstname.lastname@example.org · (519) 640-8508
Investment strategic planning and the provision of integrated financial services to our clients are among my principal professional preoccupations. Working closely with Lance, I also provide day-to-day support for client accounts.
Prior to joining TD Wealth in January 2014 as a Client Service Associate, I worked in relationship management with American Express building relationships with business owners across Canada. A graduate of Fanshawe College, I have a Business Finance Diploma.
When not serving my clients, I can be found with my wife Miri Hawil – a nurse at Victoria Hospital – walking our dog at The Fanshawe Conservation. I play volleyball, both indoor and outdoor.
email@example.com · (519) 640-8532
* Source: Raymond Chabot Grant Thornton Tax Planning Guide 2017•2018
** In collaboration with TD specialists
The Lance Scott Investment Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (800) 846-5836
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
University of Guelph
Ingersoll Rotary Club, Tillsonburg Chamber of Commerce, Dorchester Minor Hockey
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.
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