Scott sherrett, GBA
Advisor
I have been serving the financial needs of clients for nearly 20 years. I specialize in employee benefit plan development, financial and estate planning.
In 2014, I purchased my father’s book of business and helped him exit into retirement. The experience helped illustrate how business transitions, especially where families are involved, are often emotionally and logistically complex and require both empathy and professional expertise to execute successfully.
Every day I help business owners with their personal financial plans and when necessary, help them offer their employees group solutions – benefits, pensions, retirement savings plans, etc. I am passionate about helping people and love the sense of accomplishment that comes with crafting financial and estate plans that leave people feeling like their legacy is clearly defined and dreams are within reach.
I am an avid believer in staying on top of all the relevant changes and ongoing developments in wealth accumulation and am in the process of studying for the Certified Financial Planner (CFP) designation. I attained my Bachelor of Arts degree from the University of Manitoba and my Group Benefits Associate (GBA) designation from International Foundation of Employee Benefits in 2006.
As a dad to two young kids (and a kid at heart), I take play seriously. When I’m not spending time inventing new games and living it up with them outside, you can find me on the rugby pitch. Inside the last 30 years, I’ve had the unique privilege of playing all over the world.
Life is short, so make it bright. “Rage, rage against the dying of the light.”