About
Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.
At times, successful people struggle to keep their finances organized and in focus. Let us help organize your finances, protect earnings and assets, and most importantly, increase wealth through all life’s phases. We love to see you gain financial intention and clarity by embracing our advice so that you can do the things you enjoy most while maximizing financial success.
Scott Wallace
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Job Title: Financial Planner, Sun Life, CFP®, CLU®, CEA, B.P.E., B.Ed
Phone: (780) 408-5480 x2207
Email: scott.wallace@sunlife.com
Address: 8657 - 51st Avenue North West, Suite 100, Edmonton, AB, T6E 6A8 Canada
Scott Wallace
I’ve been helping Clients achieve financial success for over 25 years. I began my career as a teacher. Soon after, I chose to follow in my father’s footsteps when he retired as a financial advisor. He encouraged a return home to take over his book of business. I accepted his great advice to join the industry, however I founded my own practice in Edmonton.
I’m proud to hold the following designations:
- CERTIFIED FINANCIAL PLANNER®
- Chartered Life Underwriter
- Certified Estate Advisor
- Bachelor of Education
- Bachelor of Physical Education.
As an educator and lifelong learner at heart, I find it very satisfying to work with Clients. I want to implement a financial roadmap to help protect and increase your wealth.
Job Title: Financial Planner, Sun Life, B.Ed, B.P.E., CEA, CFP®, CLU
Phone: 780-408-5480 ext. 2207
Email: scott.wallace@sunlife.com
Address: Edmonton, Alberta
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.