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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”
Toll Free: (877) 783-4016
Fax: (613) 783-4075
Branch Office: (613) 782-1270
Branch Fax: (613) 783-4075
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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