I believe it is important for everyone to have a financial plan. Whether you’re saving for your first house, your child’s education, travel, retirement or another life goal, a financial plan can guide you toward your dreams and ambitions. As a Meridian Financial Planner, I work with Members to create financial plans tailored to their needs. By putting Members first, they gain the necessary confidence to make sound decisions for their financial futures.
I have been involved in banking and finance since 2015 and started working at Meridian in 2018. I graduated from Brock University in 2019 with a bachelor’s degree in Business Economics. In addition to my degree, I have completed the Canadian Securities Course (CSC), and have obtained the Personal Financial Planning (PFP) plus the Responsible Investment Specialist (RIS) designations. As a Financial Planner it is essential to continue building my knowledge and education throughout my career, so I can always provide Members with the best advice.
I have lived in the Niagara Region my whole life. Growing up I enjoyed playing hockey and baseball. I have a strong passion for giving back to youth sports and have coached youth ball hockey teams over the years. When I am not at work, I enjoy playing recreational hockey, camping and traveling to new countries to discover great hiking locations.
As your Financial Planner, I look forward to meeting you, learning more about your goals and building an investment plan that will assist you in creating a future that excites you and makes you feel proud.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Home branches for Scott
Languages spoken
English