(613) 232-4577 x109
Scott joined J.R. Saint and Associates in 2014 after more than a decade as a financial advisor and division manager at one of Canada’s largest financial planning firms.
As an accredited Responsible Investment Specialist (RIS), Scott is uniquely qualified to properly advise individuals and organizations on sustainable and socially responsible investing. This expertise and his partnership with Canada’s foremost responsible investment companies enables his clients to invest confidently in a values-based way.
Over the past 13 years, Scott has developed a unique financial planning program that offers clients customized financial advice. As a former high school teacher and college lecturer, Scott uses his experience and skills in providing clients with relevant information and professional advice to enable them to make sound financial decisions in all areas of financial planning: retirement, education, investing, insurance, estate planning and tax. Also, Scott has extensive experience working with people with disabilities and special needs, advising those who have suffered a personal injury, and financial planning after marital breakdown or the death of a spouse.
On an individual client level, Scott enjoys working with people in every age group and life stage, but specializes in advising young professionals, families, retirees and small business owners. Regardless of the client's age or demographics, he seeks long-term professional relationships. Scott takes a genuine interest in his clients, which serves to enhance the work he does with each individual or family.
Scott holds a B.A. from Carleton, a Bachelor of Education from the University of Ottawa, and an M.B.A. from the University of Ottawa. An Ottawa native, Scott is involved in the community and local minor sports, especially the Nepean Girls Hockey Association, where he coaches both his daughters.