PFP®
Senior Investment Advisor
Scott has been in the wealth management industry for almost 30 years and has established himself as a trusted advisor with the families he helps, most of them having over 20-year relationships. What started out as managing people’s money has evolved into helping clients live the life they want to live as it isn’t always just about how much wealth they create.
Throughout his career, Scott has demonstrated a commitment to excellence and a passion for the client experience as he helps individuals and families achieve their financial goals. He prides himself on not only helping clients increase their wealth, but he also focuses on their health and how “wealth and health” go hand-in-hand to having a successful retirement.
For Scott, by far the most satisfying parts of his job are the genuine relationships and more importantly, the friendships that have formed along the way. Being invited to weddings and other family events shows how Scott is far more than just their ‘investment guy.’ This level of care and attention towards clients along with his commitment to financial planning has contributed to Scott being recognized as a top advisor and member of his previous firm’s coveted President’s Council since its inception.
Scott applies what he learned from his upbringing on the family farm in Saskatchewan to the work he does with clients today. Simply put, work hard, treat people the way you would like to be treated, and don’t take things for granted because you don’t know when they’ll be gone.
Outside of work, you can find Scott on the golf course in the summer, accompanying his daughter to horse shows and rodeos across Alberta, or spending quality time at the cabin with his family.