Scott Clarke

Experience

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  KMI Publishing and Events

  Aug 2005 - Nov 2009

  National Sales Manager- Canada
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  Payments Business - Lloydmedia Inc,

  Dec 2009 - Jun 2011

  Advertising Manager
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  Key Media Ltd

  Aug 2011 - Jul 2012

  Sales Manager - Digital & Events

  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.

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  CIBC

  May 2013 - Feb 2014

  FSR

  Help individuals and families reach financial freedom, obtain life goals and increase NetWorth

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  TD Wealth Private Investment Advice

  Mar 2014 - Mar 2017

  Investment Advisor

  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.

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  Investment Planning Counsel

  Jan 2017 - now

  Wealth Advisor

  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. Show less