About Us
Approach your future confidently with Scotia Wealth Management
Welcome to Scotia Wealth Management
At Scotia Wealth Management, we offer an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this “Total Wealth.”
Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, when you combine your thinking with ours, it creates Enriched Thinking®.
Interested in discovering more about our Total Wealth approach and how it can make a meaningful difference in your financial future?
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with an optional subtitleOur Total Wealth Approach
Our Total Wealth approach is designed to build and protect wealth, while also implementing personalized strategies to support planning for retirement, create a lasting legacy and transfer wealth effectively to the next generation.
Our specialists are here to help shape the future you imagine, considering all areas of your post-work life, including your long-term health and wellbeing. Whether you’d like to purchase an additional property, start a business, help your parents, or simply maintain your current lifestyle, we’ll work with you to create your personalized Total Wealth Plan.
People are living longer now, and we integrate longevity planning into your overall plan so your health and wealth are looked after for many years to come. A comprehensive Total Wealth Plan can help you meet your specific goals – for life. Let's make a Total Wealth Plan that makes the most of your longevity.
Our services
We offer a comprehensive suite of wealth management services tailored to meet your evolving needs
Investment Management
We offer investment approaches and a broad array of wealth strategies to manage life’s changes.
Estate and Trust Services
Our specialized services are tailored to meet your personal objectives and designed to evolve across a variety of life stages and financial events.
Private Banking
We offer personalized, attentive and discreet service – as well as a suite of preferential solutions – impeccably designed to meet your banking and borrowing needs.
Insurance Solutions
Risk management strategies to help protect what matters most to you and your family.
Total Wealth Planning
Defining and capturing your life priorities – creating your Total Wealth Plan that integrates every facet of your life—now and in the future—resulting in a dynamic and cohesive roadmap that will help guide your life’s financial journey.
Advance Planning Services
A comprehensive approach that connects your personal, financial, enterprise and family goals to create a bespoke wealth plan – designed around your family, your wealth, and your future.
Wealth management advice and solutions
Wealth Management offers a full range of options to help address your financial needs - no matter how complex or simple your needs may be.
Scotia iTRADE®
Scotia iTRADE is a powerful online trading platform that lets you manage your investments with a range of accounts and free educational tools and resources to help you achieve your direct investing goals.
Commercial Banking
Scotiabank’s Canadian Commercial Banking team is the trusted financing partner for mid-sized Canadian businesses with expertise in various industries and is committed to the long-term vision of your business. We offer advice and customized solutions for your financing, payments & cash management, advisory and specialized financial needs.
MD Financial
MD Financial Management provides financial products, services and investment counselling to physicians and their families.
About Scotiabank
Scotiabank’s vision is to be our clients’ most trusted financial partner and deliver sustainable, profitable growth. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.4 trillion (as at January 31, 2025), Scotiabank is one of the largest banks in North America by assets, and trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more information, please visit www.scotiabank.com and follow us on X @Scotiabank.
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