You have goals for all aspects of your life—your family, your business, and your future. A Total Wealth Plan can identify how your wealth can help you achieve t
Tailored Solutions
Personal guidance for every stage
Discover strategies that can help you grow, protect, and plan ahead, with dedicated partnership by your side.
Explore tailored solutions for your priorities
Your goals are personal—your wealth strategy should be, too. Our comprehensive team approach brings your priorities together and turns complex wealth decisions into clear direction.
Whether you're focused on building wealth today, protecting what you've earned, or planning for what comes next, our tailored solutions are designed to help you grow, structure, protect, and transfer your wealth with confidence—so your plan supports your family, business, and future.
How we can help you
Personalized advice
Every plan starts with what matters most to you. We'll align your goals and risk comfort with a wealth strategy that's tailored to your priorities and built to evolve as life changes.
Empowered decisions
We bring clarity to complex decisions across investing, tax, estate, and risk planning. You'll be guided by actionable insights and practical next steps to support confident, informed choices.
Integrated planning
Benefit from a coordinated approach that connects all aspects of your wealth strategy, keeping everything aligned over time.
Start with support for every goal
No matter what your goals are, our wealth management professionals offer sophisticated guidance and planning to help you achieve them.
Grow
Build wealth with purpose through tailored strategies
Steady growth requires discipline. At Scotia Wealth Management, our collaborative approach and comprehensive guidance can help you stay focused on what matters most. Together, we can help build your assets with tailored investment strategies.
Structure
Organize and strengthen your wealth for clarity and efficiency
A well-structured plan supports your financial needs—no matter how complex—while reflecting your priorities and unique vision. Guided by your goals, we provide tailored solutions to help organize and optimize your wealth for long-term planning and efficiency.
Protect
Safeguard your assets and plan with peace of mind
Growing your wealth is one part of a comprehensive strategy. Your plan should also help protect and preserve what you've built. At Scotia Wealth Management, we can help you put safeguards in place that support your goals and strengthen your future.
Transfer
Design your legacy with intention and impact
Ensure your wealth reflects your values and the legacy you envision. We can help you build thoughtful strategies to transfer your wealth to future generations and the causes you care about with clarity and purpose.
Get started with a Scotia Wealth Management professional
Advance your goals with our services
Total Wealth Planning
A Total Wealth Plan aligns your priorities and goals with personalized strategies and advanced planning for your family and business.
Investment Management
Focused on your individual needs, our investment professionals will develop and monitor a customized portfolio designed to manage risk and help you work toward your financial goals.
Private Banking
Our professionals offer personalized banking support, can explore borrowing-to-invest strategies, and provide pre-arranged credit as needed to support your plan.
Estate and Trust Services
Managing an estate can be complex. Scotiatrust® can help simplify the process and support your wishes — no matter how large or small your family or business may be.
Insurance
A holistic insurance plan can do more than protect your assets and ease transitions—it can also be used as part of a tax-efficient strategy to help support growth.
Featured insights
Stay informed with current wealth viewpoints, strategies, and research.
It is a common notion that insurance strategies at their most fundamental level are about managing risk and protecting against financial loss.
There are many decisions you will have to make when drafting a Will. If they are not thoroughly considered, some of these decisions can have unintended ...
®
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®); 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 are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc.