Scott Wilson, Director, Client Solutions
Scott Wilson is passionate about relationships and getting to know the specific needs of his clients.
He takes the time to work with clients to help them identify their short- and long-term goals to build the most encompassing, personalized financial plan. Scott is driven to develop and enhance relationships with people, knowing meaningful connections are the best way for them to achieve success.
Since entering the financial services industry, Scott continues to build relationships and strengthen client’s financial situations with solutions best suited to their goals. Scott is experienced and able to provide advice for all your financial planning needs.
Scott is an advocate for continuing education and expanding his knowledge to serve the needs of clients. Scott has begun the process of earning the Certified Financial Planner (CFP) designation. Scott is a strong believer in keeping up with the current financial climate and how it impacts us as Canadians and as people with financial plans to fulfill.
Scott is married, is heavily involved in community volunteer work and is an animal lover.