Scott joined TPC Wealth at our founding in 2023 after spending 2 years with Raymond James, having previously worked with the TPC Planning Team since 2019. Scott holds a Bachelor’s degree in Economics from the University of Victoria and completed his Certified Financial Planner (CFP®) designation in 2022, being named to the FP Canada President’s List for achieving one of the highest marks in the CFP® examination. His experience working with the planning team and his CFP designation contribute to his strength in ensuring client portfolios are tax efficient and integrated with their broader financial planning goals. Scott believes that a disciplined and patient investment approach, focused on selecting high quality companies and holding them for the long term, delivers clients the investment returns required to meet their lifetime goals with confidence.
Take me back to the Investment Team.