Scott has been offering investment and financial planning advice to his clients for over 20 years. He first started in this business with the local Credit Union in Merritt in 1998 where he later transferred to Vernon with the same company. During the 5 years he spent at the Credit Union, Scott worked diligently to increase his credentials and earned the Certified Financial Planners designation that he still holds today. Scott still speaks very highly of the Credit Union he was involved with and fully appreciates everything it offered.
Upon resigning from his position at the Credit Union, Scott and his family moved to Kelowna where he became part of a small, but very well established insurance and financial planning firm. Scott obtained a phenomenal mentorship with a highly qualified and very experienced advisor that brought the service he provided to his clients to an entirely new level. With the loss of his mentor 6 years after joining the firm, it was inevitable for Scott to make a move and start building his own business where he currently is today.
Even as a child, Scott knew the importance of customer service. Being raised in his parent's bowling business from the age of 5, Scott learned the value and importance of keeping clients happy. Today, Scott takes great pride in the relationships he builds with his clients and the level of service he provides.
Outside the office, Scott has many activities that he shares with his wife and 2 growing boys: Fishing, camping, ATVing and hunting to name a few and he is always willing to try new things. He is all business in the office, all family man at home and all heart all the time.
We serve individuals, families and businesses in the Kelowna area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: