Preserving Your Wealth | Elevating Your Future
Preserving Your Wealth | Elevating Your Future
For over 25 years, the Jeff Scoten Group has helped families, business owners, and professionals in Surrey build, protect, and transition significant wealth with confidence.
Capital Preservation
Disciplined, risk‑managed strategies tailored to your objectives.
Sustainable Growth
Institutional grade research informs every allocation decision.
Income & Liquidity
Thoughtfully structured solutions for today’s needs and tomorrow’s
plans.
About the Jeff Scoten Group
A Trusted Wealth Advisory Team since 1997. Led by Jeffrey Scoten, Senior Wealth Advisor & Portfolio Manager, our team provides full‑service wealth management backed by National Bank Financial’s research and multi‑disciplinary planning expertise.
Jeff holds the CIM®, CFP®, CIWM®, FCSI®, and brings extensive
corporate treasury and fixed‑income experience.
Who We Serve
- Municipalities
- Corporate treasury management
- High‑net‑worth families
- Retirees & pre‑retirees
- Business owners
- Multi‑generational families
Jeff Scoten Group Carpe Diem Baskets
Carpe Diem
The Carpe Diem Baskets offer a disciplined, blue‑chip equity
approach designed for long‑term growth and prudent risk management.
Each basket provides diversified exposure—North American, Canadian, or
global USD—built through institutional‑grade research and structured
portfolio oversight.
Carpe Diem Canada
The Canadian equity basket is invested into 24 blue-chip,
Canadian companies that produce long-term income and growth.
Carpe Diem Global
The Global equity basket is invested into 24 blue-chip, US
listed companies that produce long-term income and growth.
