Scott Sherrett, Regional Vice President, Client Solutions
Scott Sherrett has been serving the financial needs of clients for nearly 15 years. In 2003 Scott worked at Great West Life as an employee benefits specialist. In this role, Scott became an expert on employee benefit plan development and was called upon to support advisors in group solutions sales.
In 2008 Scott joined his father at his financial planning firm helping clients just like you. They worked together until 2014 when Scott purchased his Dad’s book of business helping his Dad exit his practice and facilitated his retirement.
Scott has worked with numerous business owners helping them with their personal financial plans as well as helping them offer their employees group solutions – benefits, pensions, RRSPs, etc. Scott is passionate about helping his clients build a financial plan for wealth accumulation and putting a well thought out estate plan into place so their legacy is clearly defined.
No matter what the financial strategy or solution, Scott reviews all options to find the best for each client’s specific situation and needs. Scott works with clients to build a plan designed to achieve future goals while allowing for life to be lived to the fullest today. He does this with regular reviews and ongoing client contact.
Scott is an avid believer in staying on top of all the relevant changes and ongoing developments in wealth accumulation for his clients, including beginning the process of studying for the Certified Financial Planner (CFP) designation.
Scott is married and has two young children.