Scott Sullivan, BA
Financial Security Advisor
When I begin working with a client, it’s very important to focus my energy on getting to know them. Having a strong understanding of their goals and priorities allows me to give them my best guidance. Once I have a clear picture of where they are, and what their future needs will be, we can begin to build a strong financial plan which serves their lifestyle.
My background with industrial property valuations drives a large part of my process. After carefully reviewing their pertinent information, I present my recommendation to the client in a logical way with supporting details. I believe in lifelong learning and stay current with industry standards and trends to best serve my clients.
My three young daughters keep me on my toes. I’m often the chauffeur for their dance classes and hockey games and seeing them active with sports makes me very proud. We love spending time at the lake with family and friends in the summer. I enjoy coaching (and playing) hockey and watching our Winnipeg Jets and Blue Bombers. I am a proud sponsor of Hockey Helps the Homeless in Winnipeg.