Brian Scott CFP,CLU
Brian was born and raised in the Greater Toronto Area (GTA). Competitive hockey led him to spend time in both Canada and the United States, as a young adult. Brian entered the financial services industry in 2001, and in 2006 founded “Scott Insurance Services Inc.
As a business owner himself, Brian relates with fellow entrepreneurs and understands that creative, forward thinking strategies that are client-driven are essential to maintain a competitive advantage. A graduate from York University, Brian 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. He is a member of CALU and a qualifying member of the Million Dollar Round Table with distinguished top of the table honors.
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 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
Shemira has 25 years of experience in the life insurance industryandhas worked with Scott Insurance since 2005. Shemira strives for excellence and has invested personal time in industry related courses to increase her knowledge and understanding of our industry attaining her ACS (Associate Customer Service) and AIAA (Agency Insurance Administration Association) designations.
For the last 15 years she has been working with High Net Worth clients with outstanding feedback and results. Shemira is married and has both a son and daughter.