Scott Masters | Assante Advisor Profile

Published profile overview

Scott Masters is a Senior Financial Advisor with Assante Financial Management Ltd., and has spent over 18 years in the financial services industry as a financial advisor and as a vice president for a large wealth management company. Supported by a team of professionals including lawyers, tax accountants and financial analysts, Scott uses a holistic planning approach, offering advice on all aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning. Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998). In 2008, Scott became a Fellow of the Canadian Securities Institute (FCSI), which places him in an elite group of only 5% of Canadian financial advisors that carry this prestigious designation. The FCSI designation is awarded to a select group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience, and a strong endorsement from their peers. Scott and his wife have two sons, Tyler and Brayden. Away from the office, he enjoys golfing, reading, travelling, coaching and watching his kids' activities, and spending time with his kids. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

Published content areas

These labels describe topics appearing in the stored public sources. They are not a suitability rating or a claim that every service is currently offered.

Senior Financial AdvisorA Complete Approach to Wealth Management

Evidence-backed planning topics

These links are based on direct advisor-specific public evidence already stored for this profile. Where enough matching advisors exist locally, the link opens the corresponding topic-and-location page.

Estate and legacy planning Family wealth and intergenerational planning Retirement planning Wealth management

Published profile evidence

Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.

Senior Financial Advisor

Scott Masters is a Senior Financial Advisor with Assante Financial Management Ltd., and has spent over 18 years in the financial services industry as a financial advisor and as a vice president for a large wealth management company. Supported by a team of professionals including lawyers, tax accountants and financial analysts, Scott uses a holistic planning approach, offering advice on all aspects of a client’s financial well-being, from investments and insurance, to retirement, tax & estate planning. Scott achieved the Certified Financial Planner designation in 2004, the Financial Management Advisor (FMA) designation in 2008, and also holds a bachelor’s degree from the University of Manitoba (1998). In 2008, Scott became a Fellow of the Canadian Securities Institute (FCSI), which places him in an elite group of only 5% of Canadian financial advisors that carry this prestigious designation. The FCSI designation is awarded to a select group of experienced financial services professionals who meet the highest standards for advanced education, ethical conduct, industry experience, and a strong endorsement from their peers. Scott and his wife have two sons, Tyler and Brayden. Away from the office, he enjoys golfing, reading, travelling, coaching and watching his kids' activities, and spending time with his kids. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

View published source ↗

A Complete Approach to Wealth Management

At Assante, we help to simplify your life by managing all of your financial and wealth management needs in one place. As your trusted advisor, I act as your Personal CFO to pull all the pieces of your financial life together and provide you with an overall perspective, that integrates advice on all aspects of your financial well-being: from investments, insurance, to tax solutions and retirement planning, projections and income to estate planning. You may have a number of professionals who provide you with sound advice in their specific areas of expertise; however, each may be working in their own specific area and making recommendations without the full knowledge of the others’ advice. Decisions in one of these areas may have an impact on another area and on your overall financial well being. We look to provide advice that incorporates all aspects of your financial life, and the impact to your overall situation. Supported by a team of professionals including lawyers, tax accountants and financial and investment analysts, we will help you make more informed decisions with your personal and family wealth. Discover the Assante difference.

View published source ↗

Office Address

221-10th Avenue SE Suite 204 Calgary, Alberta T2G 0V9 Canada

View published source ↗

ADVISOR-SPECIFIC KNOWLEDGE

Ask about Scott Masters

Ask a question using only the stored published information associated with this advisor.

This tool summarizes stored public information. It does not provide investment, tax, legal, insurance or financial advice.

Other advisor profiles in this area

Shown for geographic browsing only, alphabetically where possible. This is not a recommendation or ranking.