- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
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
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.
News and Articles
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
