Scott Moffatt
About Scott Moffatt
Scott Moffatt serves as the Regional Director at IG Wealth Management, overseeing a region with 8 remote offices and managing over 9,000 clients with assets exceeding $1 billion. He leads a team focused on personalized financial planning and has significantly contributed to the growth of the organization in Northern British Columbia.
Work at IG Wealth Management
Scott Moffatt has served as Regional Director at IG Wealth Management since 2006, overseeing a region that includes eight remote offices and a regional office in Prince George, British Columbia. He manages a client base of over 9,000 individuals with assets exceeding $1 billion. Moffatt leads a team of IG Wealth Management Consultants across Northern British Columbia, focusing on personalized financial planning tailored to client needs. His leadership has contributed to the BC North region becoming the top mortgage-producing area in British Columbia and ranking among the top 20 in Canada.
Education and Expertise
Scott Moffatt holds several professional designations that enhance his expertise in financial planning. He studied at the Financial Planning Standards Council (FPSC) and achieved the Certified Financial Planner (CFP) designation. Additionally, he studied Employee Benefits and earned the Certified Employee Benefits Specialist designation. Moffatt also has a Bachelor of Science (BSc) degree in Mathematics and Business from Brandon University. His educational background supports his role in guiding his team and clients through complex financial landscapes.
Background
Before his current role, Scott Moffatt held various positions at IG Wealth Management. He worked as Director of Business Development from 1987 to 2000 at the Head Office in Winnipeg, Manitoba, and then served as Division Director from 2001 to 2006 in Coquitlam, British Columbia. His extensive experience within the organization has equipped him with a deep understanding of the financial services industry and the regulatory landscape.
Achievements
Under Scott Moffatt's leadership, the BC North region has achieved significant milestones, including becoming the top mortgage-producing region in British Columbia. He is responsible for ensuring that his team stays updated on regulatory changes and product innovations, which is crucial for maintaining compliance and enhancing service delivery. Moffatt actively engages with community-minded individuals to address misinformation in the financial services industry, promoting transparency and trust.