Scott Clarke Email and Phone Number
Scott Clarke work email
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Scott Clarke personal email
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.
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Wealth AdvisorInvestment Planning Counsel 2017 - PresentMississauga, Ontario, CanadaProvides 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. -
Investment AdvisorTd Wealth Private Investment Advice Mar 2014 - Mar 2017Waterloo, OntarioInformation 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. -
FsrCibc May 2013 - Feb 2014Kitchener, Canada AreaHelp individuals and families reach financial freedom, obtain life goals and increase NetWorth -
Sales Manager - Digital & EventsKey Media Ltd Aug 2011 - Jul 2012Toronto, Canada AreaKey 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.
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Advertising ManagerPayments Business - Lloydmedia Inc, Dec 2009 - Jun 2011
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National Sales Manager- CanadaKmi Publishing And Events Aug 2005 - Nov 2009
Scott Clarke Skills
Scott Clarke Education Details
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Financial Services -
Business Management -
Business
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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Scott Clarke
Canada1dal.ca -
Scott Clarke
Greater Edmonton Metropolitan Area4enbridge.com, apega.ca, apega.ca, sherritt.com2 +178042XXXXX
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