Dana Scott, CFP®, MBA, Investment Planning Advisor, CDSPI Advisory Services Inc.

Current role

As Investment Planning Advisor at CDSPI Advisory Services Inc., Dana Scott provides expert financial planning solutions for the Canadian dental community in Atlantic Canada. She has senior-level expertise in the areas of wealth management, retirement, tax and estate planning.

 

Experience

A seasoned financial services professional, Dana brings more than 20 years of experience to CDSPI. She is well-versed in delivering financial planning strategies that help clients clarify their goals, build their own unique plan, and grow and protect their personal and business assets.

 

Prior to joining CDSPI, Dana worked as an Investment Advisor and Regional Sales Manager for major financial institutions. Complementing her many years of experience is her professional designation as a Certified Financial Planner® (CFP®). She also holds a Bachelor of Business Administration from Mount Saint Vincent University and a Masters degree in Finance from Dalhousie University.

 

Outside of work

Outside of her professional life, Dana likes to spend time with her two teenage children, and enjoys entertaining, boating and travelling. She also volunteers and supports various associations including Lacrosse Nova Scotia, Halifax Hawks Minor Hockey and the Financial Planning Standards Council.

 

Contact Me

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