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Scott has over 25 years experience in the financial services industry. Starting in banking, Scott gained valuable experience in agriculture and corporate credit, personal lending, and branch management. As an Investment Advisor, Scott has been providing comprehensive wealth management advice and investment solutions to individuals, business owners and their families for over 20 years.
Scott joined with Paul Boulter B.A., CIM, CIWM, FCSI® in 1998, creating a team that is focused on delivering exceptional advice and service to their clients. We believe in a straight forward process that defines your objectives and unique circumstances in order to implement a customized investment and wealth plan for the long term.
Our team includes Joan Moores, David Rowney and Annette Pennings, who have expertly handled our service and administration for many years. When appropriate, we can engage TD Specialists who have expertise in wealth protection and insurance solutions, estate planning and trust services and charitable giving strategies.
Scott graduated from Wilfrid Laurier University earning a Bachelor of Arts degree, double majoring in French and History, along with a post-graduate Diploma in Accounting. Scott is a Certified Retirement Specialist, holds the Canadian Investment Manager (CIM) and Certified International Wealth Manager (CIWM) designations, and is a Fellow of Canadian Securities Institute (FCSI®). He has been active in the community, serving as a board member and treasurer for several charities.
Please contact Scott to see how you and your family can benefit from his experience in Wealth Management.
Toll Free: (877) 371-3995
Fax: (519) 371-0076
Branch Office: (519) 371-4095
Branch Fax: (519) 371-0076
Wilfrid Laurier University
Proud sponsor of the Tom Thomson Art Gallery, the Meaford Hall Arts & Cultural Centre, and the Wiarton Rotary Club. Active volunteer for Owen Sound Aquatic Club and TD Tree Days.
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.