The term philanthropy carries a lot of meaning and covers the many ways that people support and give to communities and causes.
How can I transfer my wealth?
A powerful legacy reflects your values—and with thoughtful, tax-aware planning, you can help your family and philanthropic causes benefit fully from what you have to give.
At Scotia Wealth Management, we can help you transfer your wealth to future generations and chosen causes with planning that supports family harmony, addresses complexity, and helps bring your legacy plans to life with pride and purpose.
Define your legacy
Express your values
We’ll structure your plan with intention to ensure it reflects your priorities.
Design your unique legacy
You can define how your wealth supports your family, business, and community.
Navigate complexity with confidence
We’ll guide you through the intricacies of planning to support smooth, efficient transitions over time.
Transition your wealth with our services
Create a legacy that’s led by your values with the right mix of wealth services.
SERVICES
Total Wealth Planning
A Total Wealth Plan can help support your continued financial security and family legacy for future generations.
- Build and protect wealth with confidence
with strategies designed for preservation and future transfe - Align giving and wealth transitions
with coordinated strategies across banking, insurance, estate and trust. - Adapt your legacy as needed
with the flexibility to update your plan over time, should your circumstances or wishes evolve.
SERVICES
Investment Management
Our comprehensive strategies are designed to help protect your legacy and simplify the process of passing your wealth to the next generation.
- Build a robust portfolio
as part of a meaningful legacy to give you a clearer picture of what you can pass on. - Get flexible support
with investment strategies that can be structured to complement your estate, trusts, and intergenerational planning. - Enable smoother succession
with professional oversight that can help reduce potential burden and complexity for your beneficiaries.
SERVICES
Private Banking
Our team specializes in sophisticated planning, including hands-on management of time-sensitive transactions.
- Make transitions easier
with a dedicated team to facilitate complex financing and liquidity solutions.. - Use efficient structures
that support more straightforward transfers with a centralized hub and support team for banking, credit, and cash flow. - Preserve value
for your beneficiaries with coordinated support between banking, credit, and legacy planning.
SERVICES
Estate and Trust Services
Whether it’s giving back or passing wealth forward, our team helps you create a legacy that reflects your values.
- Ensure your wishes are handled with care
through professional executor and trustee services for smooth estate settlement. - Minimize complexities for beneficiaries
with efficient trust administration and custody services. - Make giving part of your legacy
with philanthropic advisory and foundation support, so you can support causes you value.
SERVICES
Insurance
Insurance solutions can help ease transitions while helping preserve the wealth you pass on to the next generation.
- Explore potential tax advantages for heirs
with a death benefit that can offer a simple and efficient way to transfer your wealth. - Provide heirs with liquidity
to help you pay taxes or debts, potentially reducing the need to sell investments or property. - Support value preservation for beneficiaries
with insurance that supports complex legacy planning, including business succession or philanthropic goals.
Get started with a Scotia Wealth Management professional
Featured insights
Stay informed with current wealth viewpoints, strategies, and research.
Before you begin succession planning, it is important to understand what succession planning is.
Transferring wealth to the next generation is a significant milestone for many families, representing a financial legacy and a continuation of values ...
®
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.