Advanced Planning and Services

Focused on transition planning for families and businesses

Our team of Advanced Planning and Services professionals work with families to prepare for inter-generational wealth transfers and with business owners to explore exit or transition options. Relying on our expertise in the areas of advanced planning, business advisory and corporate estate planning, we advise on business continuity issues, address contingency planning, discuss tax and other financial considerations, and table family governance and strategies to prepare the next generation to carry on the legacy.

Speak with a Scotia Wealth Management professional today