Scott Strapp

Background

About Scott Strapp

WHAT I DO: As a Branch Manager, I am actively recruiting motivated and successful Investment Advisors looking to join the Oakville office and become part of one of the fastest growing independent wealth management and capital markets firms in Canada. As an Advisor, I help clients live the lives they want to lead. What does living mean to you? As you living or merely surviving? There is a difference. HOW DO I DO IT: As a collaborative coach and mentor, I help Oakville's Advisors navigate every aspect of their business to ensure that they can meet their goals. This includes developing and sharing best practices around client relationships, sales and marketing, portfolio and practice management and compliance. If you would like to hear more about moving your Advisory Practice to Echelon Wealth Partners, please do not hesitate to contact via private message here or via my contact information provided. As a goals based advisor, I work with clients to identify what is really important to them. we work through a Goals Visualization Process which allows deep rooted goals to be clearly identified. Once these goals have been identified, a comprehensive financial plan is developed implemented, and evaluated and on an ongoing basis. This is the plan that will allow clients to live, not just survive. The opinions, endorsements and recommendations expressed in my profile do not necessarily reflect those of Echelon Wealth Partners. This site and electronic communications will be monitored by Echelon Wealth Partners for compliance purposes. Echelon Wealth Partners Terms of Service/Disclaimers: