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.
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 holds the QAFP designationin 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.
With several years of Administrative experience, Seala brings a strong mix of customer service and organizational skills to the team. Growing up on a farm, her childhood years instilled the value of work hard/play hard, while being involved in athletics as a young adult developed her focus on results and taking care of the people around her. Seala values the importance of work-life balance, so when not in the office she can be found hiking the local trails, spending time with friends and family, or simply enjoying unscheduled down time.