You are working hard to create the lifestyle you want to live and to build a strong financial future for yourself and your family. Like many Canadians ...
How can I protect my wealth?
Growing your wealth is just one part of a comprehensive wealth strategy—an effective plan also needs to protect and preserve your assets. We’ll design a tailored strategy that not only helps to preserve your wealth, but supports your long-term goals as well.
At Scotia Wealth Management, we provide guidance that helps you anticipate both opportunities and challenges—so you can feel more confident as your circumstances evolve.
Feel confident in your future
Lead with what matters
We’ll help you protect what you’ve built—as well as the people and goals that matter most.
Plan with peace of mind
You can feel more secure knowing we'll help you stay focused on your plan—even when life throws a curveball.
Create a clear path forward
We’ll help you identify and plan for risks, ensuring you can focus on what’s important to you.
Protect your priorities with our services
Feel more secure throughout life’s changes with the right mix of wealth services.
SERVICES
Total Wealth Planning
A Total Wealth Plan can provide you with a sense of security, knowing that you and your family are prepared for life’s uncertainties.
- Anticipate potential challenges
through a comprehensive understanding of your family, business, long-term health, and aspirations. - Benefit from proactive protection
with a coordinated planning team that works in tandem with all of your specialists. - Adapt as life changes
with a plan designed to support you, as well as long-term financial resilience and flexibility.
SERVICES
Investment Management
We offer proactive investment advice and disciplined approaches to help protect your assets and effectively manage risk.
- Balance growth with preservation
through risk-aware investments that consider your comfort with volatility, time horizon, and obligations.. - Pivot when circumstances change
with a responsive portfolio that we adjust accordingly to suit market shifts and changing needs. - Navigate volatility with confidence
with investment management that contributes to your long-term financial wellbeing and a more diverse portfolio.
SERVICES
Private Banking
Our experienced Private Bankers can help you protect what matters most with strategic credit solutions and specialized banking support.
- Maintain liquidity and financial flexibility
when needed without disrupting long-term investments, with pre-arranged credit and access to borrowing. - Mitigate risk
with a coordinated team of wealth specialists focused on your integrated plan. - Help manage costs over time
with banking advantages that include preferred rates, foreign-exchange credit card benefits, and favourable lending terms.
SERVICES
Estate and Trust Services
Our Scotiatrust® professionals are here to help protect your family’s financial wellbeing and support you through every stage of life.
- Protect your wishes and assets
even if life circumstances change using legal tools like powers of attorney, trusts, and professional executors. - Promote family harmony
by ensuring sensitive wealth matters are handled objectively and competently through professional administration. - Ensure continuity and stability
with specialized oversight for complex estates, business owners, and assets that span generations.
SERVICES
Insurance
We offer comprehensive protection to help you manage risk and prepare for the unexpected.
- Protect loved ones and financial wellbeing
with insurance options that can help you through serious illness, loss, and other challenging times. - Preserve wealth and reduce risk
with plans that offer both protection and additional flexibility if circumstances change. - Plan with confidence
with insurance that’s thoughtfully integrated into your overall risk-management approach.
Get started with a Scotia Wealth Management professional
Featured insights
Stay informed with current wealth viewpoints, strategies, and research.
When it comes to saving for retirement, planning ahead for health-related expenses may be key to financial stability and success.
Is that high-pressure email or text really from your bank? Learn how to spot financial scams early and keep your money safe.
®
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.