Scotia Global Intelligence™
The power of a complete picture
Gain a clearer, more complete understanding of your wealth through institutional-quality research, consolidated reporting, and specialist expertise
An intelligent approach to managing complex wealth
Scotia Global Intelligence combines portfolio intelligence, global investment research, expertise, and the thought leadership of Scotiabank's award-winning Chief Investment Office to help ultra-high-net-worth (UHNW) individuals and families better understand their complete wealth picture.
With a structured approach to governance and oversight, you can assess opportunities, consider tax implications, and make decisions with greater clarity and discipline.
Your wealth, in focus
When your wealth becomes more complex, it can be difficult to understand how your investments, businesses, trusts, real estate, and other holdings work together. Scotia Global Intelligence helps you understand how each part of your wealth fits within your broader wealth strategy, enabling more informed, disciplined investment decisions.
Powered by strategic relationships with Addepar, a global data and AI platform, and Marsh, a global consulting firm, Scotia Global Intelligence provides data-driven intelligence to support a more informed approach to managing complex wealth.
See your wealth in one place
Through Scotia Global Intelligence and Addepar, you can use a single platform to tailor your view of the entirety of your wealth by asset class, ownership, custodians, geography, currency and more.
Key benefits:
- Consolidated wealth reporting
- Investment performance clarity
- Sophisticated analytics
Make more informed decisions
Scotia Global Intelligence draws on Marsh’s investment research, global consulting capabilities, and global market analysis to help you assess opportunities and guide your portfolio.
Key benefits:
- Investment manager research and review
- Specialized private markets investment expertise
- Access to a broad range of investment opportunities and solutions
Keep your strategy on track
As your circumstances and priorities evolve, Scotia Global Intelligence allows you to review decisions, monitor outcomes, and keep your strategy aligned with what matters to you.
Key benefits
- Ongoing portfolio and outcome monitoring
- A framework for evaluating investment decisions with confidence
One team. Multiple areas of expertise
A dedicated team of experts across Scotia Wealth Management works together to understand your perspective and goals that support your financial plans.
 | Investment advice | Receive guidance on investment strategy, portfolio structure, manager research, and investment solutions. |
 | Advanced planning | Build tax-aware strategies that reflect your personal, financial, family, business, and legacy priorities, with support from banking, insurance, trust and charitable planning specialists who can help make sure each service fits within your broader wealth plan. |
 | Family office services | Coordinate advice, information, and services across your financial relationships. |
Is Scotia Global Intelligence right for you?
Managing wealth across multiple assets, investments, or businesses can be complex.
You may benefit if you:
Have assets across multiple institutions
Own a business
Hold private investments
Have significant real estate, trust or family holdings
Are considering a wider range of investment opportunities
And you are looking to:
View your portfolio as a whole
Consider tax implications on your broader strategy
Prepare for a business transaction or wealth transfer
Simplify financial decisions
Bring more clarity to managing your wealth
What to expect
A Scotia Wealth Management professional will take the time to understand your goals, explain how Scotia Global Intelligence works, and help determine whether it is right for you.
If Scotia Global Intelligence aligns with your needs, our team can help you explore the experience, show you the insights we can provide, and discuss how we can support your long-term wealth strategy.
“Marsh” refers to a collection of Marsh subsidiaries providing investment services around the globe, collectively and in their individual capacities as the context requires.
See our important notices and conflicts of interest disclosures. © 2026 Marsh. All rights reserved.
“Addepar” and the Addepar logo are registered trademarks of Addepar, Inc., used with permission.
Addepar has undergone a SOC 2 Type II examination in accordance with the Trust Services Criteria established by the AICPA. Our report, issued by Baker Tilly US, LLP, confirms that Addepar's information security practices, policies, and procedures meet the SOC 2 standards.
© Registered trademark of The Bank of Nova Scotia, used under licence (where applicable). ™ Trademark of The Bank of Nova Scotia, used under licence (where applicable). 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®); Scotia Jarislowsky Fraser, 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 is 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 is regulated by the Canadian Investment Regulatory Organization. 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 act as life insurance agents representing Scotia Wealth Insurance Services Inc. Scotia Global Intelligence™ is a service of Scotia Capital Inc. Scotia Capital Inc. does not provide tax, accounting or legal advice, and independent professional advice should be sought in those areas before investing or transacting.