Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
Scott is lead Portfolio and Relationship Manager at Chambers Professional Wealth Management. He has been providing investment and planning solutions to a diverse group of affluent clients since 2007. Scott holds the designation of Chartered Investment Manager and is licensed to provide discretionary portfolio management on behalf of individuals and institutions. He is also licensed to provide complex options and derivatives strategies to select clientele. Through his experience, Scott has learned that the ability to identify and adapt to emerging trends is much more rewarding than relying on what has worked in the past. His forward-looking nature allows him to be on the leading edge of investment trends and opportunities.
Scott currently resides in Kitchener with his wife Emily and their labradoodle Boots. In his spare time, he enjoys playing hockey, guitar, drums and travel.
Associate Investment Advisor
CFP®
CIM®
Alex is Associate Investment Advisor, specializing in outcome-based Financial Planning strategies for clients of The Chambers Group. He holds the designation of Certified Financial Planner and brings 8 years of experience in areas such as tax, insurance, investment and wealth planning. Along with providing complex financial planning strategies to our clients, Alex collaborates with other TD specialists in Will & Estate, Business Succession, Insurance and Tax Planning. He is extremely passionate about helping clients achieve their financial goals while always keeping their core values top of mind.
Away from the office Alex enjoys being outdoors, often spending his summers in Algonquin park, playing music and spending time with family.
Administrative Associate
Administrative Associate
Additional TD Specialists
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
