The human psyche has always interested me, however, as a behavioural psychology undergrad, I came to realize that economics and accounting were actually a better fit. Fast forward to my role as a financial advisor and I'm now combining the best of both. Being a financial advisor is about more than numbers; it's about building relationships with my clients, listening to them, and digging deep to talk about their goals and what's important to them.
As your advisor, I partner with you and together we develop personalized strategies tailored to your goals such as saving for retirement, putting money aside for your children's education, or protecting those you care about the most. We follow an established process that offers strategies to prepare for retirement, raising income in retirement, risk management, pension, tax and estate needs.
My passion for the business and dedication to my clients has resulted in consistent recognition for my team. Throughout my seven years with Edward Jones, I have held numerous leadership positions with the firm and in 2019 became a limited partner. I also volunteer my time as a Field Trainer Leader to assist new financial advisors as they develop their skills and learn how to best serve our clients.
Our Branch Office Administrator, Tina Morgan, has been in the industry for more than 16 years and has recently joined our team in 2020. She keeps our branch efficient and effective as we work with our clients and is an integral part of the team. Her ability to connect with clients on a personal level is essential to our success.
Born and raised in the Halifax area, I am happy to still call it home with my wife, Andrea, and our daughter, Ainsley. We enjoy being outside gardening and biking and spending time with family and friends.
If you'd like to find out more about how I can help you meet your financial goals using tailored strategies that fit your life, visit my office or call me to set up an appointment.
Phone NumberScott McFarlane at (902) 445-6968
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 08:00PM|
|Wed||08:00AM - 08:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial Starting Point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Setting your path
We use an established process to help you reach your goals.Learn More