Stephen Scatterty is a dedicated Wealth Planner with over 30 years of experience helping clients navigate retirement and major life transitions. He specializes in pension consultations and retirement strategies, using his “Thick Ice, Thin Ice” analysis to guide confident decision-making. Licensed in mutual funds, exempt market products, and life insurance, Stephen provides well-rounded financial advice. Outside of work, he enjoys boating, biking, archery, and time with his wife Carolyn and their two children.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At INSCH Wealth Management, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
Stephen Scatterty,
Wealth Planner
Jackie McInnes,
Assistant
Julie Edwards,
Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Stephen Scatterty,
Wealth Planner
ABOUT
Jackie McInnes,
Assistant
ABOUT
Julie Edwards,
Assistant
ABOUT
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Team Values
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INSCH Wealth Management is committed to delivering exceptional, personalized service by treating every client as a unique individual with distinct financial goals and needs. Their approach is rooted in building trust and cultivating lasting relationships, ensuring clients feel heard, valued, and supported every step of the way. With a strong client-first philosophy, INSCH Wealth Management crafts customized strategies aimed at delivering meaningful outcomes and long-term financial success.
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Honesty, transparency, and ethical practices are at the core of everything they do. INSCH Wealth Management is committed to delivering clear, unbiased advice and maintaining open communication throughout the financial planning journey. By always putting the client’s best interests first, they build trusted partnerships that inspire confidence and create lasting relationships.
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Staying informed and knowledgeable is a top priority. INSCH Wealth Management continuously monitors industry trends to deliver expert guidance that reflects the most current developments. By providing up-to-date strategies and empowering clients through education, they ensure every financial decision is made with clarity and confidence. This commitment to ongoing learning helps clients move toward their goals with assurance and peace of mind.
Supporting our community
Supporting equitable education for children in low-income communities is a cause INSCH Wealth Management deeply cares about. Through their involvement with First Book Canada, the team helps remove barriers to learning by providing essential resources and opportunities to educators and students. This reflects their belief in fostering a brighter future and ensuring every child has access to quality education.
Advancing pediatric health is a meaningful priority for INSCH Wealth Management. Through contributions to SickKids, the team supports groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes, offers hope to families, and reinforces a commitment to making a positive impact in the lives of young patients and the broader community.
Promoting cultural awareness and unity is a key focus for INSCH Wealth Management. Through support of the Gord Downie & Chanie Wenjack Fund, the team contributes to reconciliation efforts and helps foster greater understanding between Indigenous and non-Indigenous communities in Canada. This involvement reflects a deep commitment to building a more inclusive, compassionate society for future generations.