Plan Today. Protect Tomorrow.
The Willow Tree team encompasses two experienced professionals backed by capable administration. Each member brings specialized skills in designing and implementing wealth management strategies for each of our valuable clientele. We offer comprehensive financial planning services designed to ensure the growth and protection of all that you've built. We will help you develop a comprehensive financial security plan so you can focus on what matters to you most.
Scott started his business career in retail sporting goods in the 1980's. After significant growth his store joined the Source For Sports Group where he was elected to the board of directors and eventually became chairman. After a successful career with this store as well as other business ventures Scott entered the financial services business with Freedom 55 Financial.
He works to gain an understanding of what really matters to his clients and his past experience helps him grasp the needs and challenges of his business clients. Scott founded Willow Tree Wealth in 2016 to further help his clients reach and protect their financial goals.
Scott is very community minded. He has been involved with hockey leagues and coaching in St. Thomas and still enjoys playing. He is the past president and an active member of St. Thomas Golf & Country Club and is currently on the Board of the Elgin-St. Thomas Community Foundation. Scott enjoys spending time with his children and grandchildren. He lives with his wife Kathy in Port Stanley.
As a Financial Planner with Willow Tree Wealth Management, Christian is able to leverage the experience of his partners, consultants and specialists in order to provide first-class service to his client. He strives to provide comprehensive financial planning advice in the areas of insurance and investment planning for families and professionals looking to grow their assets, protect their families and businesses, and ensure their wealth is efficiently passed on to future generations.
In 2012, Christian completed a 4-year Bachelor's of Science Degree at McGill University in Montreal, QC. He then spent a year as a ski instructor in Whistler, BC, before moving home to London, Ontario. He has been working in the financial industry since 2013 where he began with Freedom 55 Financial, and is continuously looking to expand his knowledge and expertise. In 2022 he became certified as a CFP Professional with FP Canada.
Christian's community involvement comes in many forms. He has been fortunate enough to sing with the Amabile Choirs of London, Canada for several years and represent London in numerous national and international competitions and festivals in cities from Los Angeles, California to Vienna, Austria. He was also been a member of the Board of Directors for several years. He served as Chair of the Board of Directors for the London Heritage Counsel which serves as an extension of the City of London Culture Office and organizes several heritage and cultural programs in the city of London, some of which include Doors Open London, Museum School, Community Heritage Investment Program (CHIP), and Trails Open London.
Carrie attended Fanshawe College for Computer Networking before starting a career working for a non-profit organization. With changes to government funding, Carrie found herself looking to start a new career path.
Since she has a love for numbers, she decided to start working in the world of investments and insurance. Since then, Carrie has been an Advisor Assistant for many years and was fully licensed in 2013. Her focus is on building strong client relationships and ensuring their needs are always met.
Born and raised in London, she has also spent some time in Sudbury, Ontario. She has two grown children, and one still at home. She enjoys spending her time gardening, camping and playing cards with friends.
