For many of us, retirement is a finish line. After you cross it, you can relinquish your responsibilities and relax.
total wealth approach
Plan on making your extra years extraordinary
Start a Total Wealth Plan that makes the most of your longevity.
Wealth planning that fits every facet of your life
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.”
What’s the Total Wealth Approach?
We bring together a team of specialists to provide a comprehensive strategy that considers all areas of your life, including your long-term health and wellbeing. Whether you are planning your dream retirement, creating a well-prepared legacy, or investing in new opportunities, we are here to help you navigate through a range of complexities and help shape the future you envision.
Comprehensive planning
Tailored strategies to manage, grow, and protect your wealth today and tomorrow.
Longevity planning
Plan proactively so your wealth supports your health, wellbeing, and life goals at every stage.
Wealth management services
Create a Total Wealth Plan that goes beyond investments—designed to grow, protect, and transition your assets through a wide range of wealth strategies.
Get started with our Total Wealth process
Total Wealth Planning is a personalized, collaborative approach that helps guide your financial decisions by aligning your life priorities with a dynamic, evolving plan. Learn more about Total Wealth Planning
Connect with a Wealth Management Consultant
Start by completing our online form—share a few details about yourself, the services you’re interested in, and your financial goals.
Meet with your Relationship Manager
We’ll match you with a Relationship Manager who aligns with your unique profile. In your first meeting, they’ll take time to understand your goals, dreams, and aspirations.
Build and evolve your Total Wealth Plan
Your Relationship Manager will work with you to create a comprehensive Total Wealth plan, collaborating with a team of specialists to support your unique needs.
Already a client? Find an advisor
Our curated network
of health and wellbeing specialists
Our network of specialists are available to support planning efforts that consider your total wellbeing and help enable the additional years you envision.
Our health & wellbeing specialists:
Proactive health management
Homecare and residences
Caregiving support
Wealth management services
Your Total Wealth Plan is supported by a team of specialists brought together by your Relationship Manager. Our team of specialists creates a comprehensive financial plan that includes strategies to suit your priorities and life goals.
- Investment Management
- Private Banking
- Estate and Trust Services
- Insurance Solutions
Get started with a Scotia Wealth Management professional
More insights for a brighter future
Canadians are enjoying longer lifespans, and that’s a beautiful thing because it means we get more opportunities to build the lives we’ve always envisioned.
When it comes to aging, an overwhelming majority of Canadians wish to do so at home.
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 is 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 is regulated by the Canadian Investment Regulatory Organization. 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.