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Scotia Wealth
Insurance Services 

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Creative solutions to optimize your wealth 

Creating substantial wealth doesn’t happen by accident, it is the result of sustained hard work. At Scotia Wealth Management, we believe insurance is a critical component to managing your wealth. We take pride in bringing clients these often-overlooked strategies that can impact their family, business and future in a compelling and enduring way.  

Through our team-based approach, we offer holistic advice and implement strategies that  meet your unique needs.  Our skilled Insurance Consultants not only offer advice to clients on how they can address the  potential financial risks relating to longevity and health concerns,  they also focus on strategies that can quietly add  value to their overallwealth. With the inherent versatility and value of insurance, Canada’s wealthiest individuals and families have been increasingly including insurance in their planning, as they recognize its tangible tax benefits and distinctive attributes. However, there are still roughly 1 in 3 affluent1 Canadians who do not own life insurance products. We want to clear up the preconceived notion of life insurance as just a protection vehicle and shed light on the many benefits that aren’t as widely known.

Insurance can benefit your plan in many ways 

As a fundamental part of your Total Wealth Plan, insurance is a valuable solution that can help safeguard everything you have worked so hard for. And beyond that protection, insurance can do so much more.

  • Protect your family, business and your finances from the impact of certain unexpected events
  • Optimize your wealth by minimizing, deferring or offsetting your tax liability
  • Solve family and business legacy issues that are intensely personal

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Take care of who (and what) matters to you

With the inherent versatility and value of insurance, Canada’s wealthiest individuals and families have been increasingly including insurance in their planning, as they recognize its tangible tax benefits and distinctive attributes. 

Our exclusive Total Wealth Planning process leverages our team of specialists who are part of a larger team that can look at every angle of your situation and have robust conversations before recommending anything.  We’re backed by the supporting strength of a leading global organization, so you can take comfort in knowing that all facets of your family, business and future will be considered and addressed.

Many Canadians benefit from the role that insurance plays in protecting their families and use it as an integral part of managing their wealth. We take pride in bringing creative and personalized solutions to our clients – no matter how unexpected.

Speak with a Scotia Wealth Management professional today