Scott Brain

Background

About Scott Brain

It has been said that “Where you start is not as important as where you finish.” It is never too late to start planning. My goal at IG Wealth Management is to help clients identify their financial goals and construct a customized plan to help achieve those goals. I help clients understand what investments they own, why they own them, and how they fit within their retirement plan. I always provide unbiased advice and products based on your needs, not mine, while always remaining mindful of your personal financial situation and tax issues. Being aware of current market conditions is critical to me. I have worked in the Financial Planning industry for nearly 20 years. I have certifications and designations of Certified Financial Planner (CFP), Certified Professional Consultant on Aging (CPCA), Responsible Investing Specialist (RIS), Investment Funds Institute of Canada Course (IFIC), the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME). I am committed to continuing education, in addition to regularly attending financial workshops, seminars and conferences, in order to remain relevant to the members that I work with. My family and I have lived in the Orillia area since 2001. My wife and I are very active community members. I have been involved with many organizations over the years, including Washago Rotary Club, Ramara Chamber of Commerce and Midland/Penetanguishene Community Reach. We are also very busy with our children’s extra-curricular activities.