Scott is one of the lead Portfolio Managers for The Everest Group , a team of Investment professionals at TD Wealth Private Investment Advice. He develops, manages and oversees client model portfolios and strategic asset allocation strategies.
Scott prides himself on providing financial advice from a different approach with integrity and ethics. His one-on-one relationships with clients are built on trust, understanding and communication.
With a degree in Economics and Computer Studies Scott also holds industry designations such as Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and his Certificate in Advanced Investment Advice. Scott is also a Life Insurance Advisor through TD Wealth Insurance Services and has earned the title of Vice President* at TD Wealth Private Investment Advice.
Along with his wife Robin, Scott enjoys travelling, sports and everything outdoors. They also enjoy spending time at their cottage in the Kawartha.
*TD Wealth Private Investment Advice awards the title of Vice President to those Investment Advisors who meet standards for seniority, business metrics, and a satisfactory compliance record. Adherence to these standards is reviewed annually by TD Waterhouse Canada Inc. management. The Vice President title does not indicate that an Investment Advisor is a corporate officer of TD Waterhouse Canada Inc.
The Everest Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc, which is a subsidiary of the Toronto-Dominion Bank.
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From left to right: Steven Frendo-Jones, Scott Smith and John Stergiu.
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.