In Their Own Words
Every client story is unique, and we’re proud to play a part in helping them achieve what matters most. These testimonials reflect the trust, care, and collaboration that define Baillie Wealth Management.
Working with Scott Baillie has truly changed the way we think about investing.
Before meeting him, we hadn’t taken our investments very seriously, but after selling our home and receiving a significant windfall, we knew we needed expert guidance. Scott came highly recommended through our personal network, and after our first formal meeting, it was clear why. Scott’s approach immediately stood out—experienced, attentive, and personally invested in his clients’ well-being. His words still ring true for us: “You will never lose sleep over your portfolio, because I’ll lose sleep before you do.” That level of care and confidence said everything about his commitment.
Over the past four years, Scott has consistently kept us informed through regular updates and proactive strategy adjustments. He’s managed our portfolio with diligence and skill, always working to maximize returns without unnecessary risk. We’ve come to trust his instincts completely. While there are no magic solutions in financial investing, Scott is as close as it gets. We highly recommend speaking with him before making any major financial decisions.
- Peter G. & Jude E., Fredericton, NB
We discovered Scott by a stroke of good fortune over 15 years ago, and he has truly stood the test of time.
We found many financial advisors were inexperienced and unable to answer our questions of how to best plan for our future and our family. Scott stood out to us because he is attentive, hardworking, and highly competent. Instead of offering us a formulaic plan, he helped us build a unique and flexible financial plan that fit our needs. His service is impeccable and he’s a genuinely good person. I trust him also because he has come through for us during times of loss and crisis – he’s the steady hand in our financial world. He’s also helped my parents navigate their financial planning as they got older and became unable to manage their own investments anymore. We can honestly say we don’t worry about finances anymore, and we are grateful to have Scott in our lives.
- Steve & Liz S., Brentwood Bay, BC
The most important benefit we get from working with Scott is feeling financially confident and stable.
We had dealt with numerous financial advisors before and gotten some questionable advice.
So, from the very first meeting, it was clear that Scott wasn’t just focused on our immediate needs but on building a long-term relationship with us. He took the time to understand our needs and helped us figure out our financial goals, creating a plan that fit our comfort level and timeline. Scott has taught us a lot about personal finances and so much more. His guidance has made us feel confident in our financial future, knowing we were making informed decisions for our family. We have never felt like a “number” or just another client. We trust Scott and his team completely as do our now grown children, and we would never hesitate to recommend him to someone who is looking for financial help.
We feel at ease knowing that Scott and Richardson are managing the money we’ve worked so hard for.
- Joe & Diana B., Arkell, ON
Before our meeting with Scott, we were very unclear about how the website worked, the flow of our money as dividends were paid, and how to best plan for the future while drawing income now.
As usual Scott understood our worries and went over everything with us in a very seamless, organized way. We left with a clear understanding of our original concerns, and because of his determination to make you feel comfortable with your money, we also learned some new things. Scott is very good at guiding you through your concerns and answering your questions. He often teaches you more than you thought you were capable of understanding. Each time we work with Scott, we come away feeling knowledgeable and secure. His advice has been invaluable to both my husband and I.
- Tammy & Kevin C., Guelph, ON
Before working with Scott, we were new to financial planning and had limited experience with investing. We were also looking to combine our finances and weren’t quite sure where to begin.
What stood out to us from the start was Scott’s passion and sincere commitment to helping us plan for our future. He’s attentive, approachable, and always takes the time to ensure we’re comfortable and that all our questions are answered. We also appreciate his great sense of humour and genuinely enjoy our meetings with him.
Since working with Scott, we now have a solid understanding of our financial situation and a high level of confidence and trust in his guidance. The entire experience has been excellent, and we’re very happy we made this move.
- Jennifer C. & Greg M., Breslau, ON