Scott provides a confident approach to guiding clients towards achieving their long-term financial goals. Scott has more than 20 years of experience serving the investment and wealth management needs of affluent Canadian families, not-for-profit organizations and corporation.
Scott has extensive experience in global investment management, estate planning and business succession having worked with two of Canada’s largest financial institutions with international locations. Scott’s prior experience managing domestic and international client service teams dedicated to investment and trust services, helps clients fully understand how Manulife Private Wealth will benefit their portfolio management and banking needs.
A graduate of University of Ottawa with a B.Comm. degree, Scott was awarded the TEP designation by the Society of Trust and Estate practitioners, in addition to holding a Personal Financial Planner diploma, and has completed other industry-specific courses.
Volunteer and community work includes service with the board of the Canadian Nurses Foundation, the Bruyere Research Institute and ongoing fundraising for JDRF. Residing in Calgary, Alberta Scott is an active skier and cyclist.