Scott Masters, CFP, FCSI, FMA
Senior Financial Advisor
Scott Masters is a Senior Financial Advisor with Assante Financial Management Ltd., and has spent over 18 years in the financial services industry as a financial advisor and as a vice president for a large wealth management company.
Supported by a team of professionals including lawyers, tax accountants and financial analysts, Scott uses a holistic planning approach, offering advice on all aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning.
Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998).
In 2008, Scott became a Fellow of the Canadian Securities Institute (FCSI), which places him in an elite group of only 5% of Canadian financial advisors that carry this prestigious designation. The FCSI designation is awarded to a select group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience, and a strong endorsement from their peers.
Scott and his wife have two sons, Tyler and Brayden. Away from the office, he enjoys golfing, reading, travelling, coaching and watching his kids' activities, and spending time with his kids.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Leave a Note
Please fill out the form below