Scott Findlay BA, CFP
Scott spent the earlier part of his career living in the Toronto area where he graduated from The University of Western Ontario with a B.A. in Phys Ed and Economics. He then moved west to British Columbia in 1997 where he attained a Certified Financial Planner (CFP) designation in 2000.
Scott has over 24 years of experience in the financial services industry in many capacities: Financial Planner, Training, Sales Management, Head Office Director of Agencies, Regional Manager. In 2000 Scott decided move back to helping clients as a Financial Planner full time after purchasing the practice of Ed Peters Financial Services.
In 2003 Scott was elected to the board of directors for the Independent Financial Brokers Group an Association created to represent licensed professional financial brokers and to provide a forum for them to develop opinions, recommendations and programs. He is now the current director for British Columbia
Scott is a financial planning professional who is a leader in protecting and increasing the wealth of business owners in the Fraser Valley and Ontario.
Areas of expertise for corporations and individuals include:
• Risk Management Planning ( protection of wealth and health)
• Investment Planning
• Estate Planning
• Retirement Planning
Scott lives in Abbotsford with his wife Christine and two beautiful daughters Erin and Lauren.