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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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.

Learn more, Total Wealth Planning

News and information

Sharing current thoughts, viewpoints and strategies.

Artist Spotlight: Daniel Mazzone

Rising Toronto artist Daniel Mazzone shares a behind-the-scenes look at his “Life is a Circus” show during Art Basel in Miami, sponsored by Scotia Wealth Management. Daniel grew up inspired by the art of his mother and her stain glass work. After becoming homeless at 15, a few years later, he rededicated himself to his artwork and has built an incredible career. Daniel shares his creative process and the inspiration behind his show.

Watch video, Artist Spotlight: Daniel Mazzone

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

Wealth Insights

Wealth Insights highlights our latest thinking around wealth matters. From expert views on the financial markets and investment themes to Total Wealth Planning and financial literacy, our purpose is clear—addressing what is important to you and customizing integrated solutions for each stage of your ever-changing life.

Read article, Wealth Insights