Steve Scott CFP

President, Certified Financial Planner
905-662-2424, ext. 263

As a Certified Financial Planner with over 21 years of experience, Steve is the consummate professional and has led our growing team in our boutique office since 2008, as President.  Steve takes great pride in serving his clients as they achieve their goals for retirement by utilizing customized financial plans for individual and/or business needs.   Steve enjoys spending his spare time with his family at the cottage, boating, sitting on the dock and the occasional round of golf.