Skip to main content

Lance Scott

Investment AdvisorPortfolio Manager

  • B.Comm.
  • CFP®
  • CIM®

"Working together to help you achieve what truly matters to you"

  • 380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5Map


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

Personalized

Over a decade of experience means you can expect a service designed around you, and delivered with professionalism.

Portfolio Manager

All clients receive the same price when buying or selling investments no matter how much money you hold with us.

Simplicity

Expect consistency delivered in concise and simple terms, without the industry jargon. Layers of complexity will not be added as your needs grow.

360º Planning

Your Financial Health is more than just investments; various facets of your life are considered.

Team

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.

Successes

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.  




ADDITIONAL CONTACT

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

Answers to Questions you asked.

We're redefining private wealth management.

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.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives June 2018

Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

Can your kids afford to inherit the family cottage?

Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

Stashing Your Cash

Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

Do you know someone who would benefit from my services?