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 in helping ensure your continued financial success.
Total Wealth Planning is more than just helping you reach your goals and achieve your aspirations. Our mission is to do so in full collaboration with you, working diligently to understand the big picture. Equally important is understanding all the smaller moving parts within.
Our Total Wealth Planning process begins with helping you define and capture your life priorities. We focus on your immediate needs, goals for tomorrow and future aspirations. Think of it as a toolbox; we use all the tools necessary to produce a Total Wealth Plan that will guide your decisions as life changes.
Working together with our team of specialists, who offer fresh perspectives and discover new possibilities, your advisor will act as your financial partner, to create your Total Wealth Plan that will guide your financial decisions and evolve as life changes. Your Total Wealth Plan integrates all of our specialists’ strategies together in one place, with your priorities at the centre, showcasing the power of our unique team-based approach. It considers every facet of your life—now and in the future—resulting in a dynamic and cohesive roadmap that will help guide your life’s financial journey.
Our distinctive process of developing a Total Wealth Plan can fundamentally help you realize your dreams and achieve future success; however, you define it.
® Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Estate and trust services are provided by The Bank of Nova Scotia Trust Company. Portfolio management services are provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia Capital Inc. Financial planning services are provided by The Bank of Nova Scotia and ScotiaMcLeod. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Scotia Wealth Insurance Services Inc. is the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia iTRADE®(Order-Execution Only Accounts) is a division of Scotia Capital Inc. ("SCI"). SCI is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. Scotia iTRADE does not provide investment advice or recommendations and investors are responsible for their own investment decisions. ® Registered trademark of The Bank of Nova Scotia, used under license.
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