Senior Wealth Advisor, Senior Portfolio Manager
Scott Marshall is a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth. Scott is a founding principal of MP Wealth Advisory, which was formed in 1997 through his partnership with Darren Pastro. The business is represented by a team of leading professional advisors with proven expertise in the areas of discretionary portfolio management, insurance, estate, and holistic wealth management. MP Wealth has been providing financial planning and management expertise to a select group of clients for more than 21 years and boasts over 50 years of combined industry experience. Scott holds the Fellow of the Canadian Securities Institute (FCSI) credential. He is a registered Portfolio Manager and a holder of the Chartered Investment Manager (CIM) designation. Delivering results and exceeding client expectations is always his starting point along with making a real difference in his clients’ lives and our community. Books, golf, motorcycles, cars and, camping round out any spare time or days off and keeping up with two amazing children, now university-bound son Noah and daughter Quinn.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.