About us
About Scotia Wealth Management
Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth.
Together with your Wealth Manager, our Scotia Wealth Management specialists bring their local and global skills and expertise to the consideration of what you’ve accumulated—and how best to administer it through life's changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking.
About Scotiabank®
Scotiabank’s vision is to be our clients’ most trusted financial partner, to deliver sustainable, profitable growth and maximize total shareholder return. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. Scotiabank trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more information, please visit www.scotiabank.com and follow us on X @Scotiabank.
A Wealth of Recognition
Scotia Wealth Management is proud to have been honoured with the following awards:
About Canada
Canada has a long-standing reputation for political stability, strong governance, a robust regulatory framework, and a stable economy.
Eight winning reasons why Canada is a safe and stable booking center for Latin American investors.
1. Political and economic stability. Canada offers a secure and predictable environment for wealth preservation with significantly lower risk of political uncertainties, or inflationary pressures than most other countries in the Americas.
2. Strong banking and regulatory system. Canada’s financial institutions are among the most stable and well-capitalized in the world.
3. Favorable tax and legal environment. While Canada is a highly regulated jurisdiction, it provides tax-efficient structures for international clients, including trusts, investment accounts, and corporate entities that enable strategic wealth planning.
4. High standards of confidentiality and investor protection. Canada maintains strict privacy laws and investor protections, ensuring that wealth management remains confidential and safeguarded.
5. Access to global markets and diversification. Canada is a gateway to North American and international markets, providing a hedge against economic volatility in Latin America.
6. Strong currency and financial instruments. Canada also provides a range of sophisticated financial instruments and asset management solutions, including crossborder multi-currency loans (subject to applicable regulatory restrictions) for families and individuals looking for multi-currency exposure.
7. A secure future for generational wealth. For Latin American families looking to secure multi-generational wealth, Canada offers long-term stability, legal protections, and advanced estate planning solutions to ensure a smooth transition of assets to future generations without the risks associated with political shifts in their home countries.
8. Highly educated, linguistically diverse and competitive workforce. Canadians are linguistically diverse, with nearly 1 in 4 Canadians speaks one of over 200 languages in addition to English or French1, providing us with the opportunity to better connect with diverse cultures and understand unique perspectives.
(Source: 1: Statistics Canada, Census 2021)