The Mike Scott Group

About Mike

Mike Scott is from Gander, NL and grew up knowing he wanted to help people. It wasn’t until university that he found his passion for finance and was able to mix business with his desire to help those in need with financial advice. 

Mike graduated from Acadia University in 2002 and began his career shortly thereafter with TD Bank. 

In 2005, Mike moved to Global Maxfin Investments Inc. as a financial advisor and went on to obtain the professional designation Certified Financial Planner (CFP) in the same year. He also had the opportunity to complete other financial planning programs from institutions such as the Canadian Securities Institute, The Investment Funds Institute of Canada and The Canadian Institute of Financial Planning. 

He joined Manulife Securities Investment Services Inc. in 2014 and began providing holistic financial planning advice that included tax planning, estate planning and insurance solutions. 

In 2022, Mike moved to Optimize Wealth Management, a next generation in premier wealth management, whereby success is based on how well financial goals are achieved. He provides clients with personalized financial solutions and advice to help them at every stage of their lives. This included financial planning, tax preparation, insurance solutions, debt management, and estate planning 

He currently lives in Gander, NL with his wife Rachelle. In their spare time, he plays sports, and they enjoy the outdoors with friends & family.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.