Next Level Client Education: A Winning Strategy
CIM® Portfolio Manager and Life Insurance Agent, Raymond James Ltd.
A seasoned wealth management professional with more than three decades of experience, Scott provides clients with holistic financial strategies that focus on ensuring strong investments returns and meeting insurance needs.
Scott hails from a family of teachers, and uses financial education as a means to connect with his Calgary community, with an emphasis on retirement planning. Serving as an instructor at a respected educational institution on a pro bono basis for over 20 years, he has successfully gained repute as a trusted financial Advisor, with several of his students becoming long-term clients.
Investing and money management acumen came to Scott at a very young age, having assisted his father with strategies to build a resilient portfolio. Growing up in Pincher Creek, Alberta, he took out his first loan at the age of 10 to purchase a pedal bike, and paid back the amount in six months by completing odd jobs, which speaks to his belief in the value of hard work. This is evident in his utmost determination to help his clients grow their wealth and achieve their aspirations at every life stage.
Scott has a bachelors degree in management from the University of Lethbridge. He also holds the Chartered Investment Manager (CIM®) designation and is a certified Life Insurance Agent.