Wealth Management 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.
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.
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.
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.
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.
The Scotiabank Women Initiative™
The Scotiabank Women Initiative takes an inclusive approach to empower women to make confident financial decisions for their family, their business, and their future.
News and information
Sharing current thoughts, viewpoints and strategies.