Scott E.

Director, Advanced Planning, Wealth

Scott E. began their career in actuarial science after graduating with a Master’s degree in mathematics. They transitioned from pricing life insurance to investment product management and then to sales management, eventually becoming the President of Money Concepts of Canada. After the firm was sold to Industrial Alliance, Scott took charge of segregated fund sales across Ontario and British Columbia, achieving close to $1 billion in new sales in one year. Currently, Scott serves as the Director of Advanced Planning, Wealth, at Qualified Financial Services, where they consult with financial advisors on client needs and business growth.

Location

Markham, Canada

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