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Scott Ellison, MBA, CPA, CA, CFP, CFA
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 25 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 am a Chartered Public Accountant (Chartered Accountant) and hold both the 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.
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
Mount Allison University, Dalhousie University
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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.
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