Scott works with business owners on financial planning conversations that can include investments, insurance, tax, retirement, estate planning, and tax-efficient finance.
Scott Cordier is a CFP, CLU, and Infinite Banking Practitioner who works with business owners through his financial planning practice. His professional focus includes investments, insurance, tax, retirement and estate planning.
Scott began working professionally in financial planning in 1994. He obtained the CFP designation early in his career, received the Chartered Life Underwriter designation in 2018, and became an Authorized Infinite Banking Practitioner in 2019.
“I have had a love for investing since my first paper route.”
His approach includes helping clients examine the financial decisions that affect long-term goals, including the relationship between protection planning, retirement planning, taxes, and estate considerations. Scott also discusses the Infinite Banking Concept and tax-efficient finance with clients for whom those subjects may be relevant.
At Dundas Wealth, Scott is available to meet with business owners who want to explore their insurance and financial planning questions in the context of their broader goals.
Scott’s practice includes planning topics that can help business owners consider protection, retirement, tax, and legacy priorities together.
Planning conversations for business owners that consider financial priorities alongside insurance, tax, retirement, and estate planning questions.
Insurance planning discussions intended to help clients consider protection needs as part of their overall financial plan.
Helping clients explore tax and retirement planning topics in relation to their personal and business financial circumstances.
Estate planning conversations that help clients consider how financial decisions may support long-term legacy objectives.
Education and planning discussions related to the Infinite Banking Concept and tax-efficient finance.
Explore Dundas Wealth case studies on protection planning, estate considerations, and tax-efficient financial strategies.
See how an independent consultant structured a permanent life insurance policy within a corporation while considering passive income planning.
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Explore a Dundas Wealth case study involving corporate-owned life insurance, a holding company, and a family trust.
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Learn how insurance planning can be considered alongside estate and business capital planning goals.
Read Full Article →Book a call with Scott to discuss your financial planning questions and the areas of your business and personal financial life you would like to explore.
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