“I believe in two things: small business and independent advice, the cornerstone to personal economic growth. They are the reason IRONSHIELD exists.”
Early in his career, Scott realized that to serve clients well — i.e., give them financial guidance tailored to them — he would need to build an independent firm. He established IRONSHIELD in 1993, and today he and his team loyally serve family business owners who appreciate his genuine desire to bring order and coherence to their often-tangled, sometimes-neglected financial planning.
Always striving to get to the heart of clients’ needs and present solutions simply and plainly, Scott is a firm believer in process. That has translated to The KAIZEN Financial Planning Process™, a process-driven framework that delivers clarity and control while providing flexibility for change alongside life’s ebbs and flows. He’s also passionate about continuing education. “You have to stay on top of today’s quickly changing marketplace,” he says. “New methodologies and strategies must support a disciplined implementation plan. You always have to navigate the ever-evolving changes to the Income Tax Act — the list goes on.”
Scott earned one of the first CFP designations in Canada and has been recognized as one of Canada’s Top 50 Financial Advisors. He was also awarded the MoneySense Approved Financial Advisor designation from MoneySense®, one of Canada’s leading personal finance media brands.
At home in the Caledon Hills or at his cottage in the Laurentians, Scott embraces outdoor living, from windsurfing and waterskiing to tennis and golf, and especially enjoys cooking gourmet meals at home with his wife and business partner, Catherine and their two adult daughters, Devon and Skylar.
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
