Scott Kendall

Scott Kendall

Investment Advisor

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(613) 783-4016

Office Location

360 Albert Street Suite 1100 Ottawa, ON K1R 7X7. map

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”

Phone

Toll Free

(877) 783-4016

Fax

(613) 783-4075

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

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