Lance Scott

Lance Scott

Senior Investment Advisor

Senior 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.

Phone

Office

(519) 640-8508

Office Location

380 Wellington Street 18th Floor, Tower B London, ON N6A 5B5. map

See Additional Office Locations

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.

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.

Certificates

B.Comm.

CFP®

CIM®

Languages

English

Education

University of Guelph

Community Involvement

Ingersoll Rotary Club

Successful executives and business owners are always thinking about what's next - upcoming decisions, immediate responsibilities, day-to-day commitments - and this often leaves little time to consider the longer term.

Man working on laptop and advisor Lance Scott meeting with clients. Text overlay of "beyond what's next is what matters."


But eventually, "what's next" will be a whole new life phase that requires planning and financial strategy to navigate.  That's why our focus is helping executives and business owners to think beyond their current work-life stage,to value and priorities that will define the next one.

This vision is the starting point of a comprehensive wealth management program designed to coordinate your entire life.


"To get where you want to be, you have to start back at the beginning. Rediscover the priorities that matter most and reimagine the kind of future you want to work towards. That’s when we start to gather all the pieces and execute a plan.”

Lance Scott, BComm, CIM®, CFP®
Portfolio Manager, Investment Advisor

Testimonial

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.

Article

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Article

Money Talk

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

Want to become your own boss? Here’s a self-employment starter kit

Article

Want to become your own boss? Here’s a self-employment starter kit

After spending several years building your career and experience, you may feel the urge to finally strike out on your own and become your own boss. To ensure you're prepared for the transition to self-employment, Pierre Letourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss what to keep in mind when it comes to money management, taxes and saving for retirement.

Article

TD Economics

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

PDF

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Article

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.