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.
News and information
Sharing current thoughts, viewpoints and strategies.