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.