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Scott Wallace

Scott Wallace

Scott Wallace has been in the Insurance and Investment industry for the past 19 years. His role is to take what is important to his clients and help them make those dreams a reality. Scott is a CFP, CLU and a Qualifying and Lifetime Member of the Million Dollar Round Table.

Retirement Income

RRIF vs. Annuity: Which should you choose in retirement?

Scott Wallace By Scott Wallace
Estate Planning

What Are Probate Fees? (Plus, how to avoid them in Canada)

Scott Wallace By Scott Wallace
Investing

Investing during volatile times

Scott Wallace By Scott Wallace
Education Funds

Family RESP vs individual RESP. Which is better?

Scott Wallace By Scott Wallace
Retirement

Questions to ask yourself when planning for retirement

Scott Wallace By Scott Wallace
Tax

2015 federal budget recap

Scott Wallace By Scott Wallace
Personal Finance

Get your finances in order

Scott Wallace By Scott Wallace
Pension

Retiring with pension money and the unlocking rules

Scott Wallace By Scott Wallace
TFSA

Refreshing the basics of a Tax Free Savings Account

Scott Wallace By Scott Wallace
Investing

There’s more than just investment risk to think about

Scott Wallace By Scott Wallace
Personal Finance

Financial tips when getting re-married

Scott Wallace By Scott Wallace
Estate Planning

Different types of beneficiary designations

Scott Wallace By Scott Wallace
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