Videos

“I’ve known Scott for over 40 years. In 2022, he rescued me from three investment advisors fighting over my portfolio and a CPA firm/family office who implemented an unnecessary trust with numerous conflicts of interest. He simplified my financial and estate planning objectives and it’s like having a personal CFO. He’s someone I can trust with my money…the cool thing is, we now have our financial reviews at my hunt camp.”

John Greer Retired Business Owner

“What made Scott different is that he really took the time to know our family and our risk tolerance, and he came back with an approach that fit our family and personalities. It wasn’t just a cookie cutter approach. We have a unique situation, just like everybody else does.”

Kevin Roe Senior Director Supply Chain & Merchandising Operations, Rexall Pharmacy Group Ltd.

“Scott is who Scott is. He is unashamedly Scott. In the early days on King Street, I remember him bringing moose stew into a meeting.”

Mike Ellis, BSc, CFP, CLU Director of Sales, Central North East Region, Independent Insurance Distribution, Sun Life

“I am very comfortable talking through things with Scott. He won’t push me to do something. Too many others, I don’t want to open the door to them because I think they will hound me to death. But Scott presents the facts, and when you tell him your decision, he doesn’t fight you on it.”

Carol Johnson Retiree

“Scott has a greater understanding than a large, large percentage of the other advisors. He is able to communicate in a simple, easy to understand discussion. He does not lose people.”

Steve Renault Owner, Middle Retirement