Scott graduated from the University of Alberta's School of Business in 2006 with a Bachelor of Commerce degree, majoring in Accounting and Business Strategy. After a few years of working different accounting positions within the Government of Alberta, North American Construction Group and MacKay LLP, Scott teamed up with his father Gary and mother Myrna and the rest of the team at Financial Services Group. Scott's accounting and technical background allows him to assist in all aspects of financial planning, including personal and corporate finances. Scott obtained his Alberta Insurance Council Life License in 2009 and his Certified Financial Planner Designation in 2014.
What Scott Does for You:
Scott works together with individuals and families to analyze, formulate and evaluate financial PLANs. Scott's planning objectives include:
- Financial Management
- Asset Management
- Risk Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Business Succession and Insurance Planning
- Business Employee Retention Planning
Scott's job is to ensure clients are implementing the right financial strategies to get ahead financially. He then makes sure clients are protected so an event such as a critical illness or disability do not derail the PLAN. Scott also works closely with businesses and business owners to implement new and innovative solutions. These solutions ensure businesses create a healthy workplace, retain key employees and plan for future continuation and, eventually, succession for the business.
"My goal is to provide peace of mind for all of my clients. I want them to feel like they are being well looked after and feel good about the financial planning decisions they've made."