Scott believes reliable financial decisions can only come from structured, repeatable processes rooted in long-term, values-based views. His focus is to provide reliable financial care that helps individuals, families, and small businesses build and manage wealth aligned with their personal and corporate economic values.
He is your trusted business partner, ready to engage with you whenever you need advice. Scott focuses his attention to building a solid understanding of his clients' aspirations and priorities, working diligently to ensure they have confidence in their financial plans and investment strategies. He provides clear, concise, and comprehensive financial information, constantly delivering the highest levels of support and transparency to meet the unique and evolving needs of his clients.
Scott holds a Bachelor of Science degree, B.Sc., majoring in Mathematics, is a Chartered Investment Manager (CIM), and is licensed in options trading and insurance.
Away from work, he enjoys exploring and taking adventures with his three children, as well as mountain biking, rock climbing, and snowboarding.