Scott was captivated by financial planning at a very young age when he realized that smart planning helped him acquire his first car. Today, with many years of experience advising investors in the Guelph area, Scott is dedicated to helping business owners, professionals, families and seniors achieve what they dream about in life.
Scott is a Certified Financial Planner (CFP®), providing complete and professional planning services, and holds the Chartered Investment Manager (CIM®) designation which provides expertise in more sophisticated money management services required by high net worth and institutional clients.
After graduating in Financial Services he worked for several years in banking, spending many years at CIBC Imperial Service providing top tier service to entrepreneurs and professionals. Scott’s move to Richardson Wealth followed his desire to relocate to an environment which would allow him to deliver unbiased advice and more thorough, comprehensive financial planning.
A detailed understanding of what is important to each client is the most important element in creating a successful Wealth Plan. This always remains the foundation and enduring focus of any financial strategies Scott designs for you, ensuring that any planning changes continue to reflect your goals, your dreams, your vision.
Scott’s philosophy, rather than being geared towards how large he can grow his business, is focused on remaining small enough to be able to consistently deliver an exceptional level of service. His goal is to provide Wealth Planning that will help clients sleep well at night, lead the kind of life they want to live and face the future with anticipation.
When he is not in the office, Scott unwinds by playing hockey, golf, and working out. He enjoys cooking and spending time with his wife, Courtney, who also works at Richardson Wealth.