Meet The Team
Senior Investment Advisor
BA
CIM®
CIWM
At TD Wealth Private Investment Advice, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve - and we can do that only by fully understanding you. That's why we take a unique approach to understanding you, your family and your values.
Helping you transition through key stages in life.
We offer a straightforward approach to wealth management. Our clients can benefit from our clear, consistent, and objective advice. They can experience satisfaction knowing that our team is focused on their financial well-being. Our office enjoys a collaborative team approach to planning and problem solving. Our office environment promotes respect, enjoyment and open communication, along with mutual support. We believe that our results continue to earn us the respect of our clients, ourselves and our peers.We help people define and achieve their financial vision.
We offer a comprehensive service model and focus on keeping clients informed. "Like gardening, the more attention you give it, the better things grow!".Scott's team includes Ryan Hood and Jennifer Gladwell, who have handled our service and administration with care and attention. 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.
Please contact Scott to see how you, your family, and your business can benefit from his experience in Wealth Management.
English
French
Proud sponsor of the Tom Thomson Art Gallery. Active volunteer for Owen Sound Aquatic Club.
Wilfrid Laurier University
Investment Advisor
B.Sc. (Hons)
M.Sc.
As an Investment Advisor, I am committed to helping you preserve and grow your wealth with strategies tailored specifically for you. Your financial journey deserves careful planning, proactive guidance, and personal attention – values that form the foundation of our approach.
I work closely with you to ensure every decision aligns with your goals, helping you build and protect your financial future. Whether it is investment management, retirement planning, tax-efficient strategies, or estate preservation, I collaborate with trusted specialists to provide comprehensive solutions to keep your wealth working for you.
Client Service Associate
Client Service Associate
In her role as a Client Service Associate, Jennifer takes much pride in her commitment to providing superior client service. She is happy to bring her friendly demeanor along with her detailed, organized way of working with clients to Scott Kocher's team at TD Wealth to provide an exceptional experience to every client.
When she is not in the office you can find Jennifer spending time with her husband of 20 years, her 2 children and her dog at their rural property outside of Wiarton or cheering her children on at various sporting events. She also enjoys travelling, reading a good book or spending time with family and friends around a campfire.
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Vice President, Philanthropic Advisory Services
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
