Scott Sherrett has been supporting clients and their financial needs for over 15 years. In 2003, he worked at Great West Life as an employee benefits specialist. It is through this role that Scott became an expert on employee benefit plan development, and was called upon to support advisors in group solutions sales.

In 2008, he joined his father at his financial planning firm in 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 facilitate 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, and more. 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 can be clearly defined.

No matter 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. 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.