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Scott Ellison

Senior Portfolio ManagerVice President

  • CFA®
  • CFP®
  • MBA

Working together to help you achieve what truly matters to you

ADDITIONAL CONTACT

Toll Free: (844) 832-9336
Fax: (902) 423-5428
Branch Office: (902) 496-8611

LANGUAGES

English

EDUCATION

Dalhousie University, MBA, Mount Allison University, B.Comm

Building net worth banner_ENG.JPG
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.

Implementing tax_efficient strategies banner_ENG.JPG
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.

protecting what matters banner_ENG.JPG
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.

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You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

When will the airline industry take off again?

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with David Mau, Portfolio Manager, TD Asset Management, about the long-term implications of the coronavirus on the airline industry and its path to recovery.

Ask MoneyTalk: Can my spousal loan benefit from a lower prescribed rate?

Today's economic environment offers some unique tax strategies that you may want to consider if it fits your situation: Kim Parlee speaks with Tannis Dawson, a High Net Worth Planner at TD Wealth, about the new prescribed loan rate and how couples may be able to take advantage of it.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

Do you know someone who would benefit from my services?