Investment Planning Advisor
MBA, BBA, CFP®
“My goal is to help my clients plan for, create and achieve financial freedom for themselves and the next generation. We do this through careful planning and excellent financial products.”
As a CFP professional with over 25 years of experience in the investment industry, Dana Scott provides business owners with expert advice in the areas of wealth management, retirement and tax and estate planning. Dana joined CDSPI Advisory Services Inc. in 2016 to offer her services to the dental community.
Perspectives on working with dentists
Dana’s father was her inspiration to begin a career in finance. “He is a bit of a math whiz. From a young age he challenged me to think quickly, and to practice mental math daily. He made math easy, and this began my love of numbers. At the start of my career, I jumped at the opportunity to work for a mutual fund company.”
Every client is different, and each has their own goals. “My first meetings with clients focus on understanding who they are, what’s important to them and what they would like to achieve in the future. By listening and understanding their financial circumstances, I can put a plan in place to reach those goals. These goals can include saving for a new home, buying a practice, retiring early, protecting their personal and business assets, reducing their tax bill, leaving a larger estate, or making charitable contributions. My clients often have complex financial planning needs and I enjoy finding creative solutions for them.”
“CDSPI is an organization that puts its clients first and is constantly striving to improve. As an employee, I enjoy the warm, inclusive, and supportive culture. It is a great environment where everyone is encouraged to succeed.”
1.800.561.9401 x 6871
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Business Administration (BBA), Mount Saint Vincent University
- MBA, Dalhousie University
- Atlantic Canada
The journey to financial freedom begins with good saving habits and that means starting early if you can. Once you begin practicing as a dentist and earning an income, it is a good idea to set aside at least 10% of your salary, live below your means until your debts are paid off and then increase your savings to 15-20%. Good savings habits will leave you feeling empowered, financially stable and confident about the future.
Dana enjoys spending time at her cottage with friends and family, including her two adult children. She loves to travel, visiting new places and enjoys playing golf whenever she gets the chance. Dana’s dog, Lucy, a 20-pound cockapoo, has a bed in Dana’s home office and aside from the occasional snoring is by far her quietest colleague. Dana has also enjoyed volunteer work with Lacrosse Nova Scotia, Halifax Hawks Minor Hockey, and the Financial Planning Standards Council.