About
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.
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Scott Wallace
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
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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
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