David Scott
About David Scott
David Scott is an Associate Consultant at Blair & Associates, specializing in financial planning for retirees, business owners, and professionals. He has over eight years of experience at Investors Group Securities Inc. and holds multiple certifications in financial planning and wealth management.
Work at Investors Group Securities Inc.
David Scott has been serving as an Associate Consultant at Blair & Associates, a division of Investors Group Securities Inc., since 2016. Located at 101-4400 Chatterton Way, Victoria, BC, he has dedicated eight years to this role. His primary focus is on developing financial plans that cater specifically to retirees, business owners, and professionals. Scott emphasizes a comprehensive approach to wealth management, which extends beyond traditional investment management.
Education and Certifications
David Scott has a solid educational background in finance and related fields. He studied at the Canadian Securities Institute, where he completed the Canadian Securities Course with Honours. He also achieved the Certified Financial Planner designation through the Financial Planning Standards Council, specializing in Financial Planning and Services. Additionally, he holds a Bachelor of Science (BSc) degree in Biology from the University of Victoria, which he obtained between 2005 and 2009.
Previous Experience at CIBC
Before joining Investors Group Securities Inc., David Scott worked at CIBC for a total of five years. He held the position of Senior Financial Advisor from 2014 to 2016 and served as a Financial Service Representative from 2011 to 2014. During his tenure at CIBC, he gained valuable experience in financial advisory services, which contributed to his expertise in wealth management.
Specializations and Services Offered
David Scott specializes in creating tailored financial plans for various client demographics, including retirees, business owners, and professionals. He has access to a network of specialists in multiple areas, including tax and estate planning, securities, mortgages and lending, insurance, and business succession. This access allows him to provide comprehensive financial solutions that address the diverse needs of his clients.