Putting our customers first, one service at a time.
Our Vision
To empower individuals to take control of their financial destinies and achieve their financial goals.
Our Values
1. Client-Centricity: We prioritize building strong, personalized relationships with each client, understanding their unique goals and aspirations.
2. Trust & Transparency: We operate with the highest ethical standards, providing clear and concise information to empower our clients to make informed decisions.
3. Collaboration & Empowerment: We work alongside each client, offering guidance and solutions tailored to their individual needs and circumstances.
4. Community & Philanthropy: We actively contribute to the community through our annual Big Hearted Cowboys event, supporting various charities that benefit underprivileged children and families.
Wealth Management
- Comprehensive financial planning and goal setting
- Portfolio management and asset allocation
- Tax optimization and wealth preservation strategies
- Retirement planning and estate considerations
Insurance Solutions
- Individual and group insurance coverage review and consultation
- Risk management strategies to mitigate potential financial loss
Specialized Services
- Corporate retirement planning and employee benefits consulting
- Estate planning and succession strategies
Our Team
Led by Ron Scott, a seasoned financial advisor with over 25 years of experience, our team of experienced professionals delivers personalized, customized solutions to meet your unique needs. We are committed to building lasting relationships based on trust, transparency, and open communication.
Our Story
Founded in 1999, Ron Scott Financial Consulting Inc. has established itself as a trusted leader in wealth management throughout Alberta. We take pride in our Western roots and blend a results-oriented approach with a genuine appreciation for community and philanthropy.
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