Scott Clarke

Scott Clarke Email and Phone Number

Wealth Advisor at Investment Planning Counsel @ Investment Planning Counsel
mississauga, ontario, canada
Scott Clarke's Location
Canada, Canada
Scott Clarke's Contact Details

Scott Clarke personal email

n/a
About Scott Clarke

I know that wealth management is about more than just money; it’s about achieving your dreams. I want you to receive the best return on your investment at a level of risk that’s acceptable to you. No matter how you envision your financial future, I can help you turn your dreams into a reality. As a Wealth Advisor for Investment Planning Counsel, I take a disciplined and comprehensive approach to examine all aspects of your financial well-being – from evaluating your current state to understanding your dreams and aspirations – and build a plan that’s right for you.This process begins with getting a clear and in-depth understanding of your needs. I then apply IPC’s six-step process, Personal Wealth Management Strategy ™, and walk you through this plan, step-by-step, so you have a clear understanding of how this process works. Having launched and run my own business, I understand the wins and pitfalls that come with this process, from being “startup” to building a legacy and ensuring there is ongoing cash flow. This experience helps to provide perspective and guidance for my clients who run small- and medium-sized businesses.I understand that individuals and families have unique financial goals. . I work alongside you as a trusted partner to ensure you have a strategy for the management of your financial future. We meet regularly to revisit your financial situation and revisit your plan to ensure your objectives are being met.I’ve worked in financial industry for many years and have always been fascinated by financial markets. In addition to my College and University degrees in Business Management, I have also completed various financial planning courses including the Canadian Securities Licence (CSC). Please contact me at Scott.Clarke@ipcc.ca or 905-212-9799.

Scott Clarke's Current Company Details
Investment Planning Counsel

Investment Planning Counsel

View
Wealth Advisor at Investment Planning Counsel
mississauga, ontario, canada
Website:
ipcc.ca
Employees:
1047
Scott Clarke Work Experience Details
  • Investment Planning Counsel
    Wealth Advisor
    Investment Planning Counsel 2017 - Present
    Mississauga, Ontario, Canada
    Provides investment advice by uncovering clients’ goals, understanding their unique financial situation, and recommending strategies to build a specific plan that’s right for them.• Implements IPC’s Personal Wealth Management Strategy™: A six-step process designed to systematically guide clients from dreams to reality. The ultimate goal is to provide clients with a comprehensive and tailored strategy that can help their buildwealth.• Helps to simplify the wealth management process and empowers clients to make the right decisions for their family and business.• Addresses all aspects of each client’s financial situation including financial planning, investment consulting, retirement planning, cash flow, credit management, and life insurance**• Offers a wide range of investment solutions, including mutual funds, guaranteed investment certificates, stocks, bonds and options to more complex alternatives.• Meet with clients regularly to ensure they have an up-to-date financial and contingency plan.• Collaboratively partners with lawyers, issuance specialists, tax accountants, to be the first point-of-contact for each client’s financial plan.** Insurance Disclaimer - Insurance products available through IPC Estate Services Inc.
  • Td Wealth Private Investment Advice
    Investment Advisor
    Td Wealth Private Investment Advice Mar 2014 - Mar 2017
    Waterloo, Ontario
    Information provided is intended for information purposes only for Canadian residents, and does not constitute any financial, legal, tax, investment or other advice. For important information and disclosures, please visit td.com/legal and http://www.td.com/to-our-customers/social-media-employee-account-disclaimer.jsp#linkedin. All insurance products and services are offered by life licensed agents of TD Waterhouse Insurance Services Inc., a member of TD Bank Group.
  • Cibc
    Fsr
    Cibc May 2013 - Feb 2014
    Kitchener, Canada Area
    Help individuals and families reach financial freedom, obtain life goals and increase NetWorth
  • Key Media Ltd
    Sales Manager - Digital & Events
    Key Media Ltd Aug 2011 - Jul 2012
    Toronto, Canada Area
    Key Media a international media company with office in Canada, Australia, Hong Kong, Singapore, serving a range of professional service markets across the Asia Pacific & North America, delivering world class content within various markets, financial, Legal, Property, HR by providing multimedia channels for print, online, events and in person.
  • Payments Business - Lloydmedia Inc,
    Advertising Manager
    Payments Business - Lloydmedia Inc, Dec 2009 - Jun 2011
  • Kmi Publishing And Events
    National Sales Manager- Canada
    Kmi Publishing And Events Aug 2005 - Nov 2009

Scott Clarke Skills

Business Development Client Development Sales Management Human Resources Market Research Digital Marketing Email Marketing Direct Marketing Strategic Partnerships Direct Sales Salesforce.com Marketing Communications Social Media Marketing Management Investments Banking Financial Planning Marketing Strategy Financial Services Finance Wealth Management Retirement Planning Insurance Investment Strategies

Scott Clarke Education Details

Frequently Asked Questions about Scott Clarke

What company does Scott Clarke work for?

Scott Clarke works for Investment Planning Counsel

What is Scott Clarke's role at the current company?

Scott Clarke's current role is Wealth Advisor at Investment Planning Counsel.

What is Scott Clarke's email address?

Scott Clarke's email address is sc****@****ahoo.ca

What schools did Scott Clarke attend?

Scott Clarke attended Conestoga College, Western Sydney University, Humber College.

What are some of Scott Clarke's interests?

Scott Clarke has interest in Poverty Alleviation, Golf, Financial Markets, History, Financial Markets Golf History, Financial Marketsgolfhistory.

What skills is Scott Clarke known for?

Scott Clarke has skills like Business Development, Client Development, Sales Management, Human Resources, Market Research, Digital Marketing, Email Marketing, Direct Marketing, Strategic Partnerships, Direct Sales, Salesforce.com, Marketing Communications.

Who are Scott Clarke's colleagues?

Scott Clarke's colleagues are Susan D Cole, Kinjal Chunawala, Paul Stokes, Cfp®, Mark Galarnyk, Ashley Angevine, Nicholas Douglas, Greg Dowdall Cfp, Cim, Clu, Fcsi.

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