Scott Ellison, MBA, CPA, CA, CFP®, CFA®
Vice President, Portfolio Manager & Investment Advisor
What is important to you? What are your goals? Do you know how much you need to retire and remain comfortably retired?
Using a unique process and the resources of the TD Bank Financial Group, we enable individuals and couples to plan for and enjoy retirement, avoiding the common mistakes retirees often make.
My distinct combination of professional credentials and work experience facilitates finding answers to your questions. With over 27 years of experience working in public accounting, financial planning and investment management, I am uniquely qualified to assist you.
Every client situation is different and solutions are customized to build, preserve or transition wealth, dependent on need. All clients receive an Investment Policy Statement and emphasis is placed on tax efficient investing and risk control through asset mix & investment selection.
I hold the Chartered Public Accountant (Chartered Accountant), Chartered Financial Analyst and Certified Financial Planner designations. My education includes a Bachelor of Commerce from Mount Allison and a Masters of Business Administration from Dalhousie University.
Please contact me today if you wish to begin achieving what is important to you.