Scott Sherman Email
Certified Financial Planner at Equity Associates Inc. @ Equity Associates Inc.
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Scott Sherman Location
- Ottawa, ON, CA
Scott Sherman Work
- 2021 -now Certified Financial Planner at Equity Associates Inc. @
- 2003 -2020 Certified Financial Planner @ TK Wealth Management
- 2005 -2019 Executive Vice President Of Operations @ TK Wealth Management
- 2005 -2019 Senior Investment Consultant @ TK Wealth Management\IPC Investment Corp
- 2003 -2017 Certified Financial Planner @ TK Wealth Management\IPC Investment Corp
Scott Sherman Education
- Certified Financial Planners Standards Counsil
CFP - Certified Financial Planner (Financial Planning and Services)
2007-2009 - University of Guelph
bachelor of Commerce (Economics)
2001-2005
Scott Sherman Skills
- Certified Financial Planner
- Investment Strategies
- Wealth Management
- Investment Advisory
- Mutual Funds
- Estate Planning
- Investments
- Retirement Planning
- Financial Planners
- Retirement
- Life Insurance
Scott Sherman Summary
- Scott Sherman, based in Ottawa, ON, CA, is currently a Certified Financial Planner at Equity Associates Inc. at Equity Associates Inc.. Scott Sherman brings experience from previous roles at TK Wealth Management and TK Wealth Management\IPC Investment Corp. Scott Sherman holds a 2007 - 2009 CFP - Certified Financial Planner in Financial Planning and Services @ Certified Financial Planners Standards Counsil. With a robust skill set that includes Certified Financial Planner, Investment Strategies, Wealth Management, Investment Advisory, Mutual Funds and more. Scott Sherman has 2 emails on RocketReach.
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