Place Category: Wellington County
Scott brings his 25 plus years of financial services experience to the clients he meets, including 18 years in public practice (six years as a Partner) with a local CA firm. He has worked with clients in the areas of tax, estate and business strategy including family business succession planning. Prior to joining RBC Wealth Management Services, Scott provided services for four years to RBC clients as a Commercial Account Manager, focused on owner-managed business and agriculture clients, and four years as a Private Banker, assisting high net worth clients with personal banking, credit and financial planning needs. Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor). Scott will work with your advisors to prepare and present a comprehensive Compass Financial Plan specific to you.
Specialized Financial Planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly
coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you
our highest level of financial planning. Personally prepared by Scott, a Financial Planning Specialist, your comprehensive
Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize
your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to the next
generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor
is pleased to offer this service to you on a complimentary basis.
Member: Chartered Professional Accountants of Ontario
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