Find a CEA

I am a Financial Advisor and Financial Planner who partners with a select number of families and business owners over the long term. I don’t offer one-off advice or transactional services. My work is built on lifetime partnerships — helping people make clear, confident financial decisions as their lives evolve.

I have been working in the financial services industry since 2009, I’ve had the privilege of working closely with a select number of families and business owners through moments that truly matter: building a family, growing or selling a business, navigating divorce, settling an estate, or transitioning into retirement. These moments are rarely just financial. They require structure, perspective, and calm decision-making — and that is where I focus.

I hold the Certified Financial Planner® designation and have also earned the Designated Financial Services Advisor (DFSA™) and Certified Divorce Specialist (CDS®) credentials. I pursued these designations intentionally, to ensure I have the tools, technical depth, and ongoing education required to guide families through complex life transitions with clarity and care. Financial planning, in my view, is a disciplined, evolving process, not a single event.

My approach is personal, thoughtful, and grounded. Planning conversations take place in my Richmond Hill office, at a kitchen table, or sometimes during a walk. The goal is always the same: to turn uncertainty into a clear, practical plan people understand and trust.

In addition to my client work, I serve as a Secondary Wealth Management Leader within the leadership team at Edward Jones, contributing to the development of advisors and the advancement of comprehensive financial planning and advice.

Outside of work, I’m a father to my daughter, Ariana. Being her dad continually reminds me that money, on its own, doesn’t create peace or fulfillment — clarity and purpose do. I stay physically active through soccer, tennis, and regular training, and I maintain a daily mindfulness and reflection practice. These disciplines help me stay focused, present, and steady — qualities I believe are essential when guiding others through important financial decisions. I believe the most effective financial planning connects structure with purpose and clarity. That belief shapes both how I live and how I serve my clients.

I own a crematorium and it has been open for over 20 years and prior to that, I owned a funeral home.  I maintain my funeral directors license. 

I am Director of Estate & Trust services at ScotiaWealth Management

Financial advisor for 30 years. Tax professional for 15 years. 

Experienced, Advice-Only, Life-Style Financial Planner with a demonstrated 25 year history of working in the financial services industry. 

Skilled in the Banking, Wealth Accumulation, Pension, Retirement & Legacy Planning Services. 

Strong entrepreneurship professional focused in Business & Managerial Economics from Wilfred Laurier University Waterloo, ON and current PhD. studies at the University of Chicago in Behavioural Economics.

I’ve been helping people buy and sell real estate in the Fraser Valley since 2006. Over that time, I’ve learned that the job is rarely just about property. It’s about responsibility, timing, and making good decisions when there’s already a lot on the table.

When I work with Executors, my role is to simplify things. I understand that selling a home is often one small piece of a much bigger process, and that clarity, communication, and follow through matter more than hype. My job is to handle the real estate side thoroughly and professionally so you can focus on the rest of the estate with confidence.

I’m detail oriented, calm under pressure, and used to navigating emotionally charged situations with discretion. I explain things clearly, I don’t overcomplicate the process, and I keep everyone informed so there are no surprises. From preparing the property for market to negotiating terms and managing timelines, I treat the sale with the care it deserves.

In addition to nearly two decades of experience, I hold advanced negotiation training including a Master Certified Negotiation Expert designation and a Negotiation Mastery Certificate from Harvard Business School. In practical terms, that means I know how to protect value, manage competing interests, and advocate firmly while keeping transactions moving forward.

If you’re looking for someone reliable, straightforward, and capable of handling the sale properly the first time, I’d be happy to talk.

Valley-Wide Financial Group founder Scott Findlay BA, CFP brings almost 40 years of experience yo the Financial Services Industry.  Within those 40 years he has built up a strong team that extends from Vancouver Island to Saskatchewan.  Part of the vision of the Group is to look at your finances as a whole and build a plan based on your needs and lifestyle not on a current trend.  Each plan is tailor made with your  needs in mind. 

Through collaboration and a shared idea that managing your finances is more than just your RRSP and TFSA contributions, we set out to not only help you save those funds but to protect and grow them.

Out of the concern to make sure that when life happens you are covered, the partners branched out into the field of General Insurance opening a number of Insurance companies in BC and Alberta.  From home and auto, life and commercial, Valley- Wide Insurance, in BC, and Prairie-Wide Insurance, in AB, offers competitive rates and agents that are well trained to assist you.

Part of VWFG vision is to come along side the business community and provide great group benefit packages to help businesses take care of their teams as well.  From a large company to a mom and pop operation there is a plan to suit your needs.

No matter if you are a business owner or a growing family, one thing never changes and that is taxes.  Part of the Valley-Wide Financial Group is our Tax Team who is available to prepare your taxes any time of the year and take advantage of the tax saving opportunities that are continually changing.

All parts of Valley-Wide Financial Group was strategically placed with the client in mind and the desire to help you save, protect and grow your wealth.

I assist Executors and Administrators with Will / Estate matters

A 35 year licensed Funeral Director, owner of multiple locations and interests.  Often asked difficult questions when others are unable to be located, I needed to know the answers.  Death is 24/7 answers need to be too. 

After having worked in the new construction area for several years as an In House Sales Representative and Design Centre Assistant I became a Licensed Realtor in 2007.  Ongoing education and experience is as essential to my business as referrals.  Designations I have achieved include Broker, ABR (Accredited Buyer Representative), and SRES ( Seniors Real Estate Specialist).  I look forward to utilizing my background and resources to assist people with their real estate goals.

I have been an advisor for more than 30 years, serving the needs of clients primarily in Southern Ontario. Along with my son, Michael Fox, we implement and update comprehensive financial plans for our clients for retirement planning, estate planning and business succession planning utilizing investment securities, banking and insurance solutions to meet our client's needs.