Jeff Scoten Group

Our expert team is here to meet your financial needs.

Personalized support

The Jeff Scoten Group provides full service wealth management advice and services to municipalities, business owners, professionals, and retirees.

As a Vice-President, Investment Advisor and Portfolio Manager, Jeff has been helping clients achieve their investment goals for over twenty years. 

As a Portfolio manager, Jeff and team specialize in providing personalized financial advice and solutions.  Jeff was awarded the top BC Regional award in 2018 by National Bank Financial for his Portfolio Management Excellence.   

Jeff and his team welcome the opportunity to meet to understand your unique needs.  Working together we can coordinate your financial care so you and your family can confidently plan for the future. 

Discover our team

Our purpose

Our objectives

As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.

Our values

We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind. 

What makes us stand out

Our clients greatly appreciate our dedicated advice and support.

You can always count on:

  • Our commitment to helping you achieve your goals
  • Our approach
  • Our integrity
  • Our professionalism
  • Our transparency about the compensation we receive
A family toasting around a table in a courtyard.

Honours and distinctions 

Our advice, support and dedication are greatly appreciated by all of our clients.

Indeed, you can always count on:

  • our commitment to you and the achievement of your goals
  • our innovative approach, whatever the service
  • our integrity
  • our professionalism
  • transparency regarding our remuneration

  

News & Articles

Contact us

Get contact information for our team members and find out where our offices are.