Who we are: our values, vision and team
We know that people looking for a financial planner are looking for professional integrity, someone they can trust to understand them and help them make the right decision. Below are some of our values and a list of our team members.
We believe that financial planning is a process to be taken very seriously. You can rest assured that we understand we are working with your wealth, your dreams and lives.
We enjoy long-term relationships with our clients. Through our relationships and because of our unique process, we can develop innovative solutions quickly to respond to our clients’ evolving needs.
We provide objective, impartial and complete information to our clients regarding their various options and educate them to make informed decisions. We make product recommendations to our clients and are under no obligation to provide any product of any supplier.
We aim for the highest level of integrity and place our client’s interest above our own at all times. We are certified CFP® Professionals.
We give back to the community. Part of the way we do this is through the Share the Wealth Program. Through Share the Wealth, Concept Group has been able to give thousands of dollars to our local schools and food bank.
We know that true wealth is more than just money. Like you, we value our time spent with family, friends and enjoying fun activities.
Scott is a CERTIFIED FINANCIAL PLANNER and Certified Professional Consultant on Aging®. For over two decades, Scott has been building comprehensive financial plans with a focus on retirement, including pensions and severance. He is a lifelong resident of the Tri-Cities and has three children. In his leisure time Scott can often be found outdoors in all seasons, cycling, backpacking and paddling. Generous with his time away from work, Scott is very active within the community. He has been involved with Scouts Canada as a leader for over a decade.
FPSC Level 1™️
Matt was born in Hartford, Connecticut, and moved throughout North America during his childhood. His travel and involvement in team sports have impressed upon Matt the importance of strong relationships, clear communication and setting team goals. He is qualified to offer investment and life insurance services and has completed the FPSC Level 1™ Certification in Financial Planning. He strives to create realistic and achievable financial plans for his clients. Matt resides in North Vancouver with his wife, two kids and their dog. He spends his spare time reading, playing hockey, and enjoying the outdoors.
Lynette has a background in administration and sales. Originally from Newfoundland, as part of a military family she has lived in Germany as well as multiple cities across Canada. Lynette has been living in the Lower Mainland for more than 10 years with her husband and two children.