Scott Insurance

At Scott Insurance Services Inc., we are a boutique insurance firm specializing in life insurance as it applies to corporate and estate planning. With a singular focus on our area of expertise, we have developed a deep understanding of the unique concerns and circumstances of affluent families. We believe that the key to success lies in doing one thing very well. This allows us to tailor our services to meet the specific needs of each client, providing customized solutions that are driven by our clients' goals and objectives.

Our Approach

We take a holistic approach to risk management, recognizing that each family's situation is unique. We work closely with our clients to understand their goals, values, and concerns, and develop strategies that are tailored to their individual needs. We believe that education is essential to the decision-making process, and we take the time to explain the various insurance products and economic factors that influence them. This allows our clients to make informed decisions about their financial futures.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service to our clients. Led by Brian Scott, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), our team has extensive experience in the insurance and financial planning industries. Our team members are accredited and have achieved various designations, including the Certified Financial Planner (CFP) and the Chartered Life Underwriter (CLU). Our team is committed to providing personalized service and comprehensive solutions to achieve our clients' financial goals.

Our Services

We offer a range of services designed to help affluent families achieve their financial goals. Our services include:

• Life insurance planning: We develop customized life insurance strategies to help our clients protect their wealth and ensure the continued success of their families.
• Estate planning: We work with our clients to develop comprehensive estate plans that minimize taxes and ensure the efficient transfer of wealth.
• Business planning: We provide expert advice on business planning and succession strategies to help our clients achieve their business goals.
• Wealth transfer: We help our clients develop strategies to transfer their wealth to the next generation, while minimizing taxes and ensuring the continued prosperity of their families.

Our Philosophy

At Scott Insurance Services Inc., we believe that the key to success lies in doing one thing very well. We take the time to understand our clients' unique concerns and circumstances, and develop customized solutions that are driven by their goals and objectives. We believe in the importance of education and work closely with our clients to ensure they have a deep understanding of the insurance products and economic factors that influence them. We are committed to providing exceptional service and comprehensive solutions to help our clients achieve their financial goals.