The Mike Scott Group
Mike Scott BSc, CFP®
Wealth Planner
Gander, Newfoundland
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.
Optimize's Approach to Wealth Management
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.
The cornerstone of the Mike Scott Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.
Mike provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Ryan Moroney is the Portfolio Manager who advises and manages client investment accounts, while Mike helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*.
*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.
Please know that Mike Scott is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.
Contact
mike.scott@optimize.ca
709-256-4025
Office Location
The Mike Scott Group
Ryan Moroney
Portfolio Manager