Scott’s career as an investment advisor began fresh on the heels of completion of his Degree in Economics over 23 years ago. His incessant need for perfection has over the years, created an extremely fine tuned, process driven approach to all facets of client wealth management. His clients’ well-being is of paramount importance. The end goal has always been the same and is quite simple, “To help you achieve the highest returns within the realm of your comfort level, in the simplest and most understandable way possible”
After being recruited from his previous firm, Scott brought his expertise to TD Waterhouse more than 15 years ago, to manage the Ottawa office. His desire to work closely with his clients lead to his resignation of the managers position, this allowed for his tradition of providing a sound, well thought, common sense wealth management solutions, that has become his trademark.
“The cornerstone of my practice is your financial well being. I work with you, in partnership, to help you navigate, what for some can be an overwhelming task of managing their wealth, in today’s financial environment. I help tailor portfolios and investment solutions based on a clients own unique set of circumstances. Every person’s scenario is different and their portfolios and strategies reflect that. My process driven, common sense approach ensures a superior level of comfort for them. I can provide solutions on all levels of wealth management; including wealth appreciation and protection, tax solutions, retirement and estate planning”.
Wisdom and his keen awareness of his clients’ priorities is a function of his experience is this industry. “I leave no stone unturned in order to provide you with the most appropriate, unbiased wealth management solutions possible”
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.