In 1993, Scott started a financial planning firm based on his passionate belief in the power of a written financial plan and his commitment to independent advice. Scott follows the principles of financial planning in his own life, proving the power of the process beyond any doubt. Scott turned this disciplined process into the KAIZEN Financial Planning Process™.
Scott thinks “outside the box” to get to the heart of his clients’ issues and concerns about their personal finances, allowing them to progress beyond their perceived limits. Scott’s loyal and enthusiastic clients appreciate his genuine desire to bring order and success to this often-tangled, sometimes-neglected area of their lives, as well as his ability to explain complicated strategies in plain English.
Scott specializes in working with successful business and career-oriented individuals, helping them to achieve financial success without sacrificing their own leisure and family time. To streamline the needs of his personal business-owner clients, Scott ensures complete coordination of their business and personal finances.
After completing a demanding study program, Scott attained the designation, Chartered Financial Planner. In addition to this designation, Scott was among the first to receive the Certified Financial Planner® license in Canada.
Scott also maintains a commitment to continuing education to stay on top of today’s quickly changing marketplace. As client needs evolve and change, so too do new investment solutions, new insurance strategies and changes to the Income Tax Act. Scott keeps on top of all of this to continually bring added value to his client relationships.
Scott helps his clients maintain a balance between their business and personal lives. He stays up-to-date with advancements in the financial world and is quick to adapt to changes in order to cater to his client needs. His achievements and commitment to his field have propelled him to become one of the country’s leading experts in the industry.
Through his strong connections with a wide range of professionals, Scott provides a one-stop resource for his clients’ financial lives. He has with referral relationships with lawyers, accountants, real estate professionals and mortgage brokers, to name a few.
Scott was recognized as one of Canada’s Top 50 Financial Advisors, and he continues to show that he is passionate about his profession and serious about providing the best service for his clients.
Scott was recently awarded the MoneySense Approved Financial Advisor designation from MoneySense®, one of Canada’s leading personal finance media brands. He has exceeded MoneySense’s high standards in the areas of customer service, transparency and fees, and he continues to share his expert knowledge with his clients every day.
Scott is married to his business partner, Catherine Plaskett. They currently live northwest of Toronto in the Caledon Hills with their two beautiful daughters, Devon and Skylar. They enjoy outdoor living both at home and at their cottage in the Quebec Laurentians. Scott’s other passions include windsurfing, mountain biking, downhill skiing, slalom water skiing, hockey, golf, tennis, running, and cooking gourmet meals with his wife.
IRONSHIELD Financial Planning
1460 The Queensway
Suite 4307
Etobicoke, ON M8Z 1S4
Telephone: (416) 626-6515 ext 23
Facsimile: (416) 626-2717
WITH A FINANCIAL PLANNER
