For over 20 years Scott has been an Independent Financial Advisor. Scott works with families, business owners and charities, developing Legacy Strategies that form part of their overall Estate Plans. He spends time on charitable boards advising on effect investment management. With access to all financial products in Canada Scott is positioned to serve every Canadian from all walks of life. He is a Life Member of the Million Dollar Round Table for Financial Professionals and a member of Advocis The Financial Professionals Association of Canada. He is a Philanthropic Advisor and Stakeholder with Customplan Financial Advisors Inc. Scott mentors and speaks to clients and advisors world wide.
VP INVESTMENTS AND MARKETING DIRECTOR