Enriched Thinking® for your family, business and future.

All services

For individuals and families with complex wealth management needs who prefer to work with a collaborative team of professionals who can deliver comprehensive solutions.

Investment Management

Together with your input, your relationship manager will provide investment expertise to develop a customized portfolio that reflects your investment objectives and complements your vision.

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Private Banking

Private Banking provides personalized, attentive and discreet service to help save you time and effort. Our offering features a sophisticated suite of preferential services designed to meet your complex banking and borrowing needs.

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Scotiatrust®

Together with your relationship manager and specialists at Scotiatrust®, Scotia Wealth Management will help you develop a comprehensive, customized wealth transfer strategy, including a plan for potential future incapacity, centred around your unique financial and personal situation, your goals and your priorities.

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Total Wealth Planning

The cornerstone of Scotia Wealth Management is a bespoke total wealth plan designed to fit the particulars of your life. This starts with a well-considered analysis that takes into account the various aspects of your life and finances – resulting in a deeper understanding and action plan for your current situation, and a well-informed view to help you make your dreams a reality.

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News and information

Sharing current thoughts, viewpoints and strategies.

2020 Economic Response Plan summary

The government of Canada passed Bill C-13 and Bill C-14, Emergency Response Acts to provide a package with new economic and tax measures as part of the Government of Canada’s COVID-19 Economic Response Plan. We have highlighted the key tax measures in this response plan for both individuals and businesses.

Read article, 2020 Economic Response Plan summary

Scotia Wealth Management

Enriched Thinking® means seeing not only the big picture, but all the little ones as well. Scotia Wealth Management is an innovative team-based approach to wealth management that address the entirety of your life – your family, your business, your future – one facet at a time.

Watch video, Scotia Wealth Management

5 timeless tips to manage market ups and downs

Market volatility is unnerving, for even the savviest of investors. Market uncertainty can naturally cause panic and lead to poor investment decisions yet by recognizing short-term market uncertainty for what it is, you can help ensure that it doesn’t derail your long-term goals. Here are five tried and tested principles that can help you gain needed perspective.

Read article, 5 timeless tips to manage market ups and downs
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