About Me

With a strong combination of credentials and more than 25 years in the financial services industry, Greg Scott provides thoughtful advice and strategies designed to enhance his affluent clients’ overall wealth. Having held both advisory and leadership roles, Greg is now dedicated full-time to focusing on the needs of affluent families, business owners, physicians, and other professionals.

 

An analytical and planning-oriented Portfolio Manager, Greg holds both the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations. In addition, he has earned the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) accreditations and a Bachelor of Commerce in Finance and Urban Land Economics from the University of British Columbia. Greg advises many real estate owners and clients who are involved in property development who appreciate that, here at BMO Private Wealth, Greg can offer personal and professional banking, lending and advisory services under one roof.

 

As a former advisor, mentor and practice management coach, Greg collaborates effectively with team members across BMO Private Wealth to bring his clients specialized wealth planning and banking services. Before joining our firm, Greg previously spent 17 years with an investment boutique specializing in advising physician clients as a Senior Portfolio Manager and Regional Head for Western and Eastern Canada’s private investment counsel offering. Greg has also worked at two other leading bank-owned investment firms.

 

Greg enjoys keeping active traveling, hiking and other pursuits with his wife and children. He keeps very fit running in the trails in the Port Moody, Belcarra/Anmore and North Shore mountains. In addition, he has run over 30 marathons and ultra-marathons throughout BC, Ontario and the US.