Our Total Wealth Strategy

Our Innovative Team-based Approach

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of you life - your family, your business, your future - one facet at a time. Together with our Scotia Wealth Management specialists, we bring skills and expertise to the consideration of what you've accumulated - and how best to administer it through life's changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it's your thinking, combined with our thinking, to created Enriched Thinking™. 

Services include:

Strategic Wealth Planning

  • Comprehensive financial and retirement planning 
  • A personal Living Wealth Blueprint
  • Tax planning strategies
  • Risk management
  • Innovative insurance solutions

Investment Advice

  • Advisory services
  • Discretionary portfolio management
  • Global insights
  • Sophisticated trading strategies and execution

Private Banking

  • A dedicated banking team
  • Experienced transactional support
  • Access to customized borrowing and credit solutions

Estate and Trust

  • Estate and trust management
  • Estate, trust and incapacity planning
  • Executor, trustee and attorney for property services
  • Wealth transfer

Philanthropic Services

  • Meaningful legacy through the development of a charitable giving strategy

Our clients place a high value on the depth of our team and the trusted advice we are able to deliver. Our unique approach is built on service excellence and on providing you with the highest level of satisfaction.

We look forward to continuing the conversation.