Welcome to the channel! I'm Scott McCartney, a Personal Financial Planner (PFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®), Certified ETF Professional (CETF®), and Certified Exit Planning Advisor (CEPA®). For more than 20 years, I've helped individuals, families, and business owners build personalized financial plans and investment portfolios aligned with their long-term goals.

Every week, I publish a new video covering retirement planning, investing, taxes, wealth preservation, estate planning, and other financial topics that matter to Canadians. My goal is to simplify complex financial concepts and provide practical insights to help you make more informed financial decisions.

Before joining Raymond James in 2016, I spent 16 years as a senior family wealth advisor at another independent investment dealer. If you enjoy straightforward, educational financial content, subscribe and turn on notifications so you never miss a new video.