Meet the Team
MBA, CIM®, CIMA, CFP®, FCSI™
Scott is a seasoned and highly credentialed investment professional with over 35 years of experience in the financial services sector as a Financial 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.
Through personal experience in dealing with student debt, personal and career development, and entrepreneurial ventures, Jeffrey shares a perspective that very few advisors in the industry have. With his unwavering drive to better the lives of up-and-coming leaders, combined with the un-paralleled skill, knowledge and experience of his team, he is dedicated to providing the most effective and relatable advice to his clients.
Dave has been in the financial services industry for 30 years. He started on the money market institutional desk in Toronto, eventually moving to the mutual fund department. Dave is responsible for client progress reviews and research reports, as well as capital gains, tax issues and mutual fund correlations.