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Scott focuses his time ensuring clients have complete financial freedom, 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.
Toll Free: (888) 356-6177
Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
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.