Scott Shepherd

“Everyone has a different idea of what financial success is – whether it’s reaching savings goals, purchasing a home, travel or building nest egg. I want to get to really know my clients and how I can assist with building a realistic and holistic plan to achieve their idea of wealth.”

From the start of his financial career in 2013, Scott has developed his skills and knowledge in the field, enabling him to offer clients a full spectrum of planning and advisory services. With that, he can ask the right questions, create realistic plans, and set clients on a path towards improving their financial outlook.

In addition to his experience helping clients in Canada, Scott also has a global perspective from past work in Australia and New Zealand. This allows him to see different approaches to achieving financial goals, with a view to creating tailored experiences designed to help each individual client.

Scott has completed courses with the Investment Funds Institute of Canada (IFIC) and is currently working towards completing his Personal Financial Planner (PFP©) designation.

Learn more about the value of working with a financial advisor.