total wealth approach
Health and wellbeing is a key feature of a Total Wealth Plan
Make the most of your longevity with a curated network of health and wellbeing specialists dedicated to your evolving needs.
At Scotia Wealth Management, our Total Wealth Approach focuses on planning for a longer and more fulfilling future, with strategies that adapt to your lifestyle and needs, while ensuring your wealth supports your long-term goals.
Embrace longevity planning
As medical technology improves, life expectancies are getting longer, and that’s a beautiful thing. In today’s world, longevity planning is a necessary consideration in a comprehensive wealth plan.
As healthcare capabilities evolve, it’s important that your wealth plan evolves as well, so you may continue living your best life for years to come. We can help support your planning efforts for a longer, active life by:
Anticipating life’s transitions
Comprehensive planning that can evolve with your changing needs as you transition through life stages.
Helping to sustain your quality of life
Your financial strategy should support your health, fulfillment, and long-term quality of life.
Anticipating life’s transitions
Legacy planning means preserving wealth that supports you today and sustains for future generations.
A curated network
dedicated to your health and wellbeing
Our network of specialists supports the Total Wealth Approach by integrating health and wellbeing into your comprehensive plan. This network offers specialized services that can help you make the most of your longevity.*