Scott Sherman, B. Comm., CFP®

Financial Planner

While impressive, Scott's credentials represent just a small part of who he is, and the values that define his career and life.

Scott graduated from the University of Guelph in 2005 where he achieved a Bachelor of Commerce in Marketing and Economics and attained his Certified Financial Planning designation in 2012. It is beyond the diploma on his wall that you will find his true capabilities. His passion is to protect his clients' wealth and build value through sound financial planning.

When Scott was 17, his mother passed away. As a result of her untimely death, he and his sister faced a number of financial challenges. Even though they came through a very difficult time to get to where they are today, it left a deep and lasting impression on him. This is the intangible that distinguishes Scott from many others in the industry, in that he has experienced first-hand, the need to remove financial uncertainty through effective financial planning.

As your Certified Financial Planner, you can be confident that Scott not only has the ability to place himself in your shoes, but is committed to going that extra mile in terms of providing you with an unparalleled level of service and expertise.

Scott is an enthusiastic athlete - including downhill skiing, golf and running a marathon. One could say that Scott is willing to go the distance WITH YOU, and FOR YOU.

Empathy is seeing with the eyes of another, listening with the ears of another, and feeling with the heart of another - Author Unknown

 
 

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.