For individuals and families with complex wealth management needs who prefer to work with a collaborative team of professionals who can deliver comprehensive solutions.
Together with your input, your relationship manager will provide investment expertise to develop a customized portfolio that reflects your investment objectives and complements your vision.
Private Banking provides personalized, attentive and discreet service to help save you time and effort. Our offering features a sophisticated suite of preferential services designed to meet your complex banking and borrowing needs.
Together with your relationship manager and specialists at Scotiatrust®, Scotia Wealth Management will help you develop a comprehensive, customized wealth transfer strategy, including a plan for potential future incapacity, centred around your unique financial and personal situation, your goals and your priorities.
The cornerstone of Scotia Wealth Management is a bespoke total wealth plan designed to fit the particulars of your life. This starts with a well-considered analysis that takes into account the various aspects of your life and finances resulting in a deeper understanding and action plan for your current situation, and a well-informed view to help you make your dreams a reality.
Sharing current thoughts, viewpoints and strategies.
Scotia Wealth Management is proud to celebrate Canadian excellence in fiction through our support of the Scotiabank Giller Prize.
Enriched Thinking® means seeing not only the big picture, but all the little ones as well. Scotia Wealth Management is an innovative team-based approach to wealth management that address the entirety of your life your family, your business, your future one facet at a time.
Wealth Insights highlights our latest thinking around wealth matters. From expert views on the financial markets to investment themes, to tax strategy ideas and our focus on the Arts, our purpose is clearaddressing what is important to you and customizing integrated solutions for each stage of your ever-changing life.
®Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management®consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Estate and trust services are provided by The Bank of Nova Scotia Trust Company. Portfolio management services are provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia Capital Inc. Financial planning services are provided by The Bank of Nova Scotia and ScotiaMcLeod. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Scotia Wealth Insurance Services Inc. is the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia iTRADE®(Order-Execution Only Accounts) is a division of Scotia Capital Inc. (SCI). SCI is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Scotia iTRADE does not provide investment advice or recommendations and investors are responsible for their own investment decisions.®Registered trademark of The Bank of Nova Scotia, used under license.