Your financial future is yours for the taking

Women have unique financial planning needs.  Empower your financial future now.

Tailored solutions for women in wealth

Through our Total Wealth planning approach, we help inspire and empower you to achieve your unique financial goals, the impact you want to make, and how you define success.

Investment management 

You have a lot to consider securing your future and paving the way for the next generation. Scotia Wealth Management can work with you to help you achieve your vision of success and navigate your financial journey.

Borrowing to invest strategies 

There’s more than one way to think about your investment strategies. Your Private Banker can suggest options you may not know you have. Partner with us today to create a customized line of credit.

Hands-on management of time-sensitive transactions 

An exclusive service that saves you time and effort is one worth considering. Our Private Banking team can simplify the way you coordinate your personal banking – anytime, anywhere.

Estate planning, administration, and trust management 

Many believe if you want something done right, you should do it yourself. Estate planning may be the exception. With so much complexity involved, our specialists can help securely and efficiently manage your financial affairs.

Philanthropic advisory services 

Women supporting women can become real when you put it into philanthropic action. Establishing a private or personal charitable foundation is an effective way to ensure that the causes you care about get the funds they need, while creating a legacy for yourself.

Family transition planning 

You want the best for your family – especially when it comes to financial sustainability. Our Scotia Wealth Management specialists are here to help secure your family’s well-being now, and for generations to come.

Insurance to protect your family and finances

Personal crises like serious illness, disability, or an untimely death can be unpleasant to think about. However, it is worse if you and your family are financially unprepared. Help minimize the risk of financial loss and safeguard your wealth by working with us.

Optimize your wealth by minimizing, deferring, or offsetting your tax liability

The positive impact insurance can have on a portfolio inspires many of our clients to consider it as an alternative to other forms of investment. Build your estate plan with consideration paid to tax implications and with a view to preserving as much of your wealth as possible.

The Scotiabank Women Initiative 

The Scotiabank Women Initiative takes an inclusive approach to empower women to make confident financial decisions for their family, their business, and their future. Whether you are the primary financial decision-maker, a partner in decision making, or financially independent, the time is now to drive your own financial success.

Speak with a Scotia Wealth Management professional today