Total Wealth Planning
Success never happens by accident.
You didn’t get where you are today without planning. With Scotia Wealth Management™, Total Wealth Planning will play a pivotal role helping to ensure your continued success. That means starting with a rigorous examination of your unique situation: your assets, your concerns, and your short-, medium- and long-term goals.
You, your relationship manager and a team of Scotia Wealth Management specialists will work together to define your goals, and identify gaps in current plans that may need attention and new opportunities that can be realized. Making your retirement income more tax efficient, for example, or using strategic borrowing to execute an investment strategy. Then, together, we will develop a tailored total wealth plan with a view to preserving your hard-earned wealth and creating strategies to embrace new opportunities for future success – as you define it.
That’s Enriched Thinking®. It’s all about listening and understanding the life you envision, then offering advice and guidance that will help make it happen. It’s about us working together to give you confidence, and a feeling of excitement, about what’s next.
Total Wealth Planning is provided by The Bank of Nova Scotia, 1832 Asset Management L.P and ScotiaMcLeod®, a division of Scotia Capital Inc.
Elizabeth is a medical professional and her husband is retired, having sold his software business to a multinational corporation recently.
David recently retired from his position as senior partner at the largest law firm in Montreal.
Daniel is a senior vice president with one of Canada’s largest mining companies. His wife, Denise, runs her own interior design consulting company.
Richard works for one of the world’s leading luxury-automobile manufacturers and commutes often between offices in Canada and Mexico.
Lisa and her husband Dan run a successful retail clothing business, with a chain of seven stores across Canada.
A selection of some the best thinking from around the world for your life, your business and your future. Updated regularly.