DS Wealth Management
Dana Scott reaches out to help people who want to be in control of the rest of their lives. She has seen the results of not planning and knows that taking the right steps now can dramatically change people’s lives. With over 15 years of experience in the investment industry, Dana understands the challenges people are facing and can offer solutions tailored to their needs.
Whether the goal is preserving wealth or growing it, Dana is there to help.
Knowledge & Insight
Dana gives her clients confidence that their future will be what they want it to be. She listens and takes time to know what’s important to each client. By asking relevant questions, listening carefully and understanding their life goals, she can give them a realistic idea of whether their plan is going to meet their expectations. And if it isn’t, she can help them build in what it takes to meet those needs – including talking about challenges they might not have even thought of yet.
Success & Freedom
Many local business owners, professionals and retirees turn to Dana for investment advice. Dana provides a big-picture strategy and helps deliver consistent advice in a long-term relationship.
Some people believe that if they pick the right investment they can make large steps toward attaining their financial goals. But as Dana will tell you, investments are simply tools. It’s your investment strategy that counts and the quality of your retirement, estate and insurance planning.
Integrity & Discipline
Dana is known to be honest and caring. From her volunteer work within the community to her fundraising efforts for various charities, Dana believes that giving back is the right thing to do.
She’s also genuine. As an independent Manulife Securities Incorporated Financial Advisor, she answers to herself, and not a corporate bottom line. As an independent advisor she’s free to recommend any investment not just a selection of company owned mutual funds and investment products. |