Different for your clients – different for you too
Learn how our innovative team-based approach to wealth management can elevate your business
Dedicated support for all areas of your business
Our results-driven team of professionals deliver thoughtful, comprehensive advice that covers every facet of wealth management and is tailored to the unique circumstances of each client.
Our Enriched Thinking approach enables advisors to collaborate with clients to create a Total Wealth Plan that drives singularly toward their goals. At Scotia Wealth Management, advisors have access to:
- An intentional approach to offering extended services and deliver on Total Wealth Management
- Support to engage clients and build strong relationships
- Education, tools, and resources to delight your clients
- A global brand presence
To join our team of highly specialized wealth management professionals, contact us at sales.management@scotiawealth.com for a confidential conversation.
An intentional approach to offering extended services and deliver on Total Wealth Management
Our distinct process to develop a Total Wealth Plan starts with providing our advisors with the resources necessary to understand all aspects of their clients' lives. |
A range of specialist resources
To date, Scotia Wealth Management provides the highest number of specialist resources per advisor in the industry*, including:
- Total Wealth Planners
- Estate and Trust Consultants
- Insurance Consultants
- Business and Family Wealth Specialists
- Private Bankers
Enabling our advisors with a collaborative approach to wealth management ensures the right expertise can be brought In at the right moment, so that the advisor can focus on growing their business.
Support to engage clients and build strong relationships
Client engagement can act as a key differentiator in a competitive advisory landscape. |
Scotiabank Express Interest
A proprietary program unique to Scotiabank. We create bespoke events organized through partnerships with premium brands and sought-after personalities.
Scotiabank sponsorships
Scotiabank prioritizes our support of hockey, the arts, marathons, and many other community initiatives that celebrate our unique passions and embrace our diversity.
Education, tools, and resources to delight your clients
Client expectations have changed and our teams are equipped with the tools and resources to best deliver our full suite of services to clients.
Enriched Thinking®
The Enriched Thinking® program is designed to enhance the knowledge of advisory teams and allow them to seamlessly integrate Total Wealth Planning into their business.
In addition, the program is supported by thoughtful and timely articles that advisors can reference and share with their clients and prospects.
Best-in-class technology
With a comprehensive website offering, advisory teams are able to create multi-page digital presence using technology that keeps the way they prospect in mind.
Additionally, we have adopted technology to ensure that our advisors' presence on social media is able to remain compliant and focused on business development.
A global brand presence
A leader in the Americas
Scotia Wealth Management services are now available in 14 countries across the Caribbean and Latin America. Scotiabank has also been investing significantly with key acquisitions, including MD Financial Management and Jarislowsky Fraser Limited.