Membership Meeting - November 21, 2024

SMACNA-BC is pleased to bring to their members, Scott Mosher, Portfolio Manager & Senior Wealth Advisor at RBC Dominion Securities.

Scott Mosher will be discussing FINANCIAL BASICS including the following; 

• Explain the most common types of accounts and investment options including RESP for kids education, TFSA for tax free savings, FHSA for first time home buyers, RSP/RIF and more.

• Explain types of investments – ETF’s, Mutual Funds, Stocks etc

• Provide examples of compounding savings and growth over time

BIOGRAPHY 
An alum of the University of British Columbia’s kinesiology program, Scott wanted to go into cardiac rehabilitation, and indeed had a gig lined up. But while the prospect of helping people with their physical well-being appealed to Scott, his long-time passion for markets and the business world pulled him toward helping in another way: wealth management. Gaining credentials and experience at institutions like the Canadian Western Bank and an independent investment firm, Scott made an impression as one to roll up his sleeves and lead by example. (“You’re in the office before us, and you’re in the office after we’re gone,” commented one superior.) In 2001, Scott retired from competitive sports and dedicated himself to wealth management in full.
 
Over the past 20-plus years, Scott has made a name for himself as a senior portfolio manager who is equal parts caring and pragmatic. “Communications without candour have no place in financial advice,” says Scott, whose clients value his direct and informative point of view. To enhance his professional service offering, Scott has acquired the advanced Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations, and he is also life-licensed. Scott is always thinking several steps and several years ahead, endeavouring to chart a strategic course in all he does, be it developing his clients’ portfolios or building up our practice as one of its leaders.