Our People
Every member of our team brings a unique set of skills and expertise to our organization.
WARREN SMITH
CFP
A Certified Financial Planner (CFP), Warren's watchword is balance. He believes you work to live, not live to work. Proper planning and education are the keys to effective investing. By walking the client through their wants, needs and priorities, he knows from years of experience that he can tailor a financial strategy that helps fulfill all three.
Warren has resided in Burlington for the last 20 years with his wife Jadzia. Daughters Holly lives in Whitehorse, Yukon and Melanie, son-in-law Mike and grandson Jack live in London, Ontario.
MICHAEL SCOTT
BSc, CFP, PFP
Michael transitioned from a career in education to financial planning in 1998. Educating his clients about investment, insurance and tax strategies, he has helped his clients commit to a personalized plan that will benefit them now and in the future. As a Certified Financial Planner (CFP), Michael’s process considers all aspects of his clients’ personal, family and business circumstances before he designs an integrated financial plan.
Michael lives in Dundas with his wife Suzanne and is active in the community coaching sports and fundraising for the Wellwood Resource Centre. His two children Luke and Alexa are currently attending university.
