Scott Millard CFP®, RRC

Executive Financial Consultant

Scott holds his CERTIFIED FINANCIAL PLANNER® (CFP) designation and holds insurance and investment licenses in BC, Alberta, and Ontario. He splits his time servicing clients across provinces. Outside of work, his family and sports are his main passions. An avid athlete, Scott is a snowboarding instructor, hockey player, and can often be found up at Big White in the Winter Months. During the summer months you will find him on the water boating and camping.

Scott is always on the lookout for ways to be more involved in the community, including serving as a board member for Kelowna Minor Hockey, the Kelowna Family Center and Elevation Outdoors. He enjoys coaching youth hockey and soccer. Scott is also a proud member of 100 Men Who Give a Damn Kelowna. 

Scott is well known for his outgoing personality and always makes the interests of clients a top priority. Scott's background in operations management help business owners and families establish detailed financial plans for their financial wellbeing.