Brian Scott CFP,CLU
Brian has over 20 years of experience in the insurance industry. He is a graduate from York University, and holds designations as a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), which is Canada’s premier wealth transfer and estate planning designation.
Brian’s focus is working with families holding an interest in private corporations, who have built their wealth, through their private business. While there is plenty of value, there is often no liquidity. Brian is often asked for alternatives to address this immediate need for liquidity, and protect the value that has been built. This involves working with the existing advisory team, to properly integrate the idea into the corporate structure and the family’s estate plan.
Over the years, Brian has built the infrastructure to not only design and execute insurance strategies, but to support them on the ongoing basis. As a business owner himself, Brian relates with fellow entrepreneurs and understands that creative, forward thinking strategies that are client-driven, are essential to delivering value.
Since 1997, Scott has worked in the non-traditional actuarial role where he has worked directly with some of Canada’s most affluent families - as well as their accountants, lawyers, and bankers. Scott’s role as a Marketing Actuary is to educate all involved parties on the reasons that life insurance has fast become an important component of an overall portfolio.
Recognizing that insurance is only one of many possible solutions, Scott works with the families and their advisor team to complete the analysis needed to make sure life insurance is an efficient and appropriate estate-planning tool for their circumstances.
Rebecca Mills ACS, AIAA
Rebecca has over 20 years of experience in the Insurance and Financial Planning Industry. She has had extensive experience leading, consulting and working with advisory teams across Canada. Rebecca’s focus at Scott Insurance, is ensuring an efficient process for the execution and implementation of the planning strategies. She is passionate about understanding clients’ needs and ensuring their interaction with Scott Insurance, is rewarding and insightful.
Rebecca attended the University of Waterloo and St. Lawrence College. During her career in the financial industry, she has worked to obtain several designations