The Behaviour Gap

Investors are naturally wired to be the least rational when their financial well-being is its most vulnerable. I act as a behavioural investment counselor so that my clients can achieve better investment outcomes.

Advice + Managed Platform

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.

Client-Advisor Relationship

We believe the advisor-client relationship is one based on trust and unbiased advice. Scott works with you to build a plan and an investment strategy that meets your life’s goals.