FINANCIAL SECURITY ADVISOR
Under his expertise and guidance, Scott has developed meaningful and long-term relationships with his clients with his personable and professional manner. His business is built on relationships of open communication and trust and he is continually recognized for providing effective financial solutions and delivering the highest level of personalized service.
Scott is dedicated to meeting the specific financial objectives of his clients and enjoys the strong relationships he has built. His dedication and strong work ethic consistently result in solid investment performance and clients’ goals achieved. He is a qualifying member of the Million Dollar Round Table (MDRT), the premier association of financial professionals and is proud to follow both his grandfather and father in the financial services industry, building upon 65+ years of experience.
Scott is the primary advisor in our Durham regional office and lives in the area with his wife and two sons. He is an active member of various community associations.
JASON BEGG, CFP, CHS
Jason Begg, CFP, CHS, is a Certified Financial Planner, an active member of Advocis, a qualifying member of the Million Dollar Round Table (MDRT) and the Financial Advisors Association of Canada.
Jason has grown his practice in the Peterborough area through his confident and individualized focus to help clients through financial decisions and setting lasting goals. His planning approach helps ensure his clients develop and understand their financial objectives and apply the discipline needed to achieve them. His advice is based on thorough wealth planning rooted in the principles of long-term investing. Jason is a well credentialed advisor specializing in wealth management and client-centric financial planning.
Jason grew up in a successful family business and continues that experience on his own. He is frequently recognized for his ability to communicate financial plans in a way that helps clients easily understand. Jason is active in several community associations. He has three young daughters and lives with his wife in the Peterborough area. They enjoy family time, youth sports and participating in outdoor activities.