Meet the Team

Scott is a seasoned and highly credentialed investment professional with over 35 years of experience in the financial services sector as a Senior Wealth Advisor and Portfolio Manager in Canada. He is experienced in managing a diverse client base, has effective crisis management techniques and proven experience in problem solving.

Scott obtained his MBA from Dalhousie University in Nova Scotia, Canada and holds the Certified Investment Analyst (CIMA) designation and the Fellow of CSI (FCSI), which is awarded to industry professionals whose enhanced training and experience exemplify excellence. The CIMA certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

Sophie Lalonde, a distinguished Certified Financial Planner and entrepreneur, brings a wealth of over 25 years of experience to the financial services industry. She earned her Bachelor of Commerce degree from Concordia University, majoring in Finance with a minor in Accounting. Sophie’s area of expertise is cross-border wealth planning, a specialization fortified by her and her team’s extensive knowledge and experience in the field, rendering them an exemplary asset within the industry.

Sophie possesses a nuanced understanding of the legislative differences between the Commonwealth of Canada, Code civil du Quebec, and the Common Law of the United States. Clients can rest assured in the proficiency of Sophie and her team in circumventing common financial pitfalls due to their adept understanding and acumen in international financial legislation.

Sophie played an instrumental role in the 2018 Quebec Economic Mission to China and frequently serves as a court expert in matrimonial litigation cases.

Her excellence in the field has been widely recognized; she was named one of Canada’s top 50 advisors in 2015, was a finalist in the Planplus Canada Financial Award in 2018, and in 2020, she clinched the FP Global Award as the best financial firm in Canada.

A fervent community advocate, Sophie is one of the founding members of The SITN Foundation and is renowned for her fundraising prowess, dedicated to advancing the cause of numerous children’s charities.

Sophie Lalonde continues to uphold the highest standards of financial advisement and is committed to delivering unparalleled service and expertise to her clients, striving to see their financial endeavors be both prosperous and safe.