Senior Investment Advisor
Senior Portfolio Manager
B.Comm.
CIWM
CFP®
Scott focuses his time in helping clients meet their financial goals, thus helping them enjoy their life today and pursuit of their goals for tomorrow. By understanding what truly matters to his clients he can provide them with a full suite of customized wealth management services as well as engage other TD specialists to address more specific needs. Scott's dedication to an exceptional client experience and innovative strategies form the foundation of his business.
Born and raised on Vancouver Island, Scott graduated from the University of Victoria with a Bachelor of Commerce Degree in 1999. Upon graduation, he pursued a career in the investment industry with Island Savings Credit Union and Credential Securities before joining TD Wealth in 2011. Scott holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Certified International Wealth Manager (CIWM) designations along with being a Fellow of the Canadian Securities Institute (FCSI®) and earning the title of Portfolio Manager. In 2006 Scott was honored to be awarded top 40 under 40 for Vancouver Island.
Away from the office, Scott enjoys spending time with his lovely wife Meghan and daughter Taylor. After a competitive Junior and College golf career, he enjoys playing the occasional recreational round. Scott is passionate about volunteering and supporting local charities and events that are most meaningful to his family and clients.
Senior Portfolio Manager
Senior Investment Advisor
CIWM
FCSI®
B.Comm. (Hons)
Specialization
Rod’s specialization is those clients nearing and in retirement with extensive experience working with widows, widowers and those planning a retirement for one. These clients often require thoughtful retirement and estate planning tailored to their specific needs and tax circumstances. As a Portfolio Manager, Rod offers his clients discretionary management of conservative growth and income portfolios. For this comprehensive wealth management, Rod's minimum portfolio size is $1,000,000 per client household.
Professional Background
Rod graduated, with distinction, from the University of Victoria with a Bachelor of Commerce degree in 1996. Soon after graduation, he began his financial services career at a leading Canadian chartered bank, and became an Investment Advisor in 2000. He holds two prestigious designations available to Canadian Investment Advisors. They are the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM).
The FCSI designation recognizes individuals who bring a rare combination of education, ethical training and experience to their firm and their clients’ businesses. The Certified International Wealth Manager (CIWM) is comprehensive program to serve the unique needs of affluent Canadians through; Advanced Investment Strategies, Advanced Retirement Management Strategies, and Advanced Estate Planning and Trust Strategies.
Rod works in concert with a team of specialists within TD Bank Group who specialize in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies. He also works seamlessly with his client's other professionals outside of TD.
Personal Background
When not in the office, Rod enjoys regular exercise, most often competing in kettlebell lifting and taking part in various classes at his gym. As a passionate motorcyclist, and when the time permits it, he enjoys touring the west coast of Canada and the U.S.A. Perhaps most of all, he relishes the company of his old dachshund, Hugo.
Investment Advisor
CFP®
CIM®
FMA
My approach extends beyond local markets encompassing a global perspective on investment opportunities. I stay abreast of market trends, economic indicators and geopolitical influences to provide well informed advice in an ever changing financial landscape.
Holding CFP®, CIM® and FMA designations, I adhere to the highest standards of professionalism and ethical conduct. Continuous education ensures that restrictions align with the latest industry practices. Building lasting relationships with clients is at the core of my practice. I understand that financial decisions are personal and I work collaboratively with you to create transparent, understandable plans and empower clients to make informed choices.
Reach out for a confidential consultation. I am here to guide you towards financial confidence.