Born in Lahr, West Germany, Scott's early life was spent on the move. As part of a military family, this Canadian Forces Army brat's roving beginnings merely whetted his appetite for learning more about the world and meeting new people. It also taught him the value of foresight, planning, and character � crucial qualities when helping clients build effective plans for achieving their financial goals and life dreams.

The demands of post-secondary education meant a decision to put down roots for Scott. He chose Vancouver � for the opportunity to mix studies at UBC with mountain bike racing on world-renowned trails. After university, he began his career in the financial sector, working for London Life and Balanced Planning Investments Corporation in mentorship. Balanced Planning was soon acquired by Cartier Partners, which was in turn bought by Dundee Wealth in 2004. With Dundee Private Investors Inc., Scott has continued to develop his financial advice practice, catering to young professionals eager to create a plan to achieve their financial objectives and address contingency planning

Scott is a member in good standing of Advocis - The Financial Advisors Association of Canada. Belonging to this organization not only means subscribing to its code of ethics and rules of conduct, but also maintaining a thorough knowledge of the latest developments in financial planning through mandatory annual training requirements.

In addition to developing comprehensive Financial Security Plans for his clients, Scott also provides services in Group Benefits, Mortgage Referrals, Legal and Tax Referrals, and Corporate Investment and Insurance* needs such as buy-sell agreements, legacy planning, and compensation agreements (i.e., Group RRSPs, Deferred Profit Sharing Plans, and Employee Share Purchase Plans).

When Scott isn't working with clients, he's probably outside somewhere: sea kayaking, hiking, coaching kids and adults the finer points of Ultimate Frisbee, or just as often, in the mountains on his snowboard in winter, or aboard a bike in summer. He's a big fan of music festivals and giving back to his community too, having sat on the board of the Million Dollar Club to benefit research into hemophilia.

He's a long way from growing up on army bases, but travel remains an important part of Scott's life � for its unmatched ability to broaden one's perspective, discover new ways to understand the world, and see where we are going. He has learned the value of careful planning and a good map, whether it's on the road or with investment planning.