Achieving your financial goals begins with understanding them.
Everything you’ve done, seen and experienced in your life has come together to make your situation absolutely unique. Your needs and those of your family, your business and your future are unlike anyone else’s, and that’s the way your investments must be approached.
Your Scotia Wealth Management relationship manager will engage you in a highly consultative process to determine your individual hopes and plans for what’s next in your financial life – to understand your definition of success. Are you looking to increase your wealth? Safeguard it? Share it with others? Do you want to create a legacy that will last? In terms of your risk appetite, are you conservative? More growth-oriented?
Working with you, our team of investment professionals will develop, execute and monitor an investment portfolio created exclusively for you, designed with a view to effectively manage risk and help you achieve your unique financial goals.
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A trusted source of investment advice since 1921 across Canada.
Learn about Private Investment Counsel
Rigorous risk management combined with a high degree of customization for clients seeking a disciplined investment philosophy.