Scott G. Howe, BSc, CFP®
Since 1996, Scott has been helping high net worth businesses, professionals and families in the Greater Toronto Area develop personalized and sustainable financial plans. Scott is driven to help his clients live comfortably now, transition easily into retirement, and leave a legacy for their family.
Scott naturally found his calling to the Financial Services industry. After obtaining a degree in Electrical Engineering at Princeton University and playing four years on the varsity ice hockey team, he gravitated toward financial planning. Scott enjoys the continual challenge of solving unique problems and using a team approach to help people make smart financial decisions. Scott gets a great sense of satisfaction knowing that he can help educate his clients and recommend understandable financial strategies that will help them live their desired lifestyle.
As a Certified Financial Planner®, Scott works as your first point of contact and collaborates with Accountants, Lawyers, Actuaries, Portfolio Managers and other professionals to ensure your personalized wealth management strategy is thorough and optimized properly. This process starts with a personalized written plan to help you achieve your goals. Scott reviews all aspects of your financial situation including cash flow, tax planning, portfolio planning, retirement planning, risk management, succession planning and estate planning. This wealth management plan includes your pre- and post-retirement income and will ensure the tax efficient transfer of your assets to your heirs. Scott follows a disciplined approach to ensure your wealth management plan stays on track by reviewing your plan on a regular basis and making any adjustments where necessary.
Scott’s goal is to help you build a successful plan so that you can live a worry-free lifestyle.
If you have any questions about financial planning or about Scott’s collaborative process, please connect with him at email@example.com or (416) 410-8374.
Insurance products available through Scott G. Howe.