About Scotia Wealth Management

About Scotiabank®

Scotia Wealth Management™ is 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. Together with your relationship manager, our Scotia Wealth Management specialists bring their 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™.

For many of our wealth management clients in The Bahamas, Barbados, The Cayman Islands, and Peru, the historical stability of the Scotiabank group of companies and the services it offers worldwide are a cornerstone of their relationship with us, along with financial counsel on managing their wealth and careful contemplation of how to transfer it to future generations.

At Scotia Wealth Management, we are proud to be a part of the Scotiabank group of companies. Scotiabank† is a Canadian-based financial institution, globally recognized as a leader in the financial services industry. We believe that the foundation of Canada’s economy and banking system provides us with the history, strength, and the credibility to help you rest assured that your assets are invested with the right people and the right institution.

Five key reasons for choosing Scotiabank:

Our business model is strong and grounded in a carefully considered approach to balancing earnings and risk management

The following facts speak for themselves.

Source: Scotiabank Quarterly Report August 18, 2015

In 2015, Scotiabank was rated as one of the safest banks in the world¹.

Source: S&P – May 2015


Today, Scotiabank and its affiliated companies serve over 24 million customers in North America, Latin America, the Caribbean and Central America, and Asia-Pacific. Your relationship manager in The Bahamas, Barbados, Cayman Islands, or Peru can access a global network of Scotiabank affiliated companies with specialists in local and global investments.*

  • World’s Best Banks: Barbados, Jamaica, Trinidad & Tobago, Turks & Caicos, US Virgin Islands - 2013, 2014, 2015 – Global Finance
  • Best Investment Bank in Canada 2015 – Global Finance
  • World’s Best Emerging Market Banks in Latin America – 2014 – Global Finance
  • Safest Banks in North America – 2013 – Global Finance
  • Bank of the Year in Canada, British Virgin Islands, Jamaica, Guyana and Trinidad & Tobago – 2013 – The Banker
  • Top Latin American Bank in Mexico, Peru, Chile, Costa Rica, El Salvador, & Brazil – 2013 – The Banker
  • World’s Strongest Banks - 2013– Bloomberg Markets
  • Best Trade Bank in Canada – 2015 – Trade Finance
  • Best Overall Trade Bank in Central America & the Caribbean – 2013 – Trade Finance

Canada ranked #1 for Soundness of Banks for several years². In Canada, there are several regulatory bodies that set standards for Canadian financial institutions, including Scotiabank and Scotia Capital Inc., one of its Canadian affiliates:

  • Office of the Superintendent of Financial Institutions (OSFI) – a government regulator of all the banks operating in Canada.
  • Investment Industry Regulatory Organization of Canada (IIROC) – the national self-regulatory organization for firms that are registered as investment dealers in Canada. IIROC’s responsibilities include overseeing all trading activity of IIROC member firms on debt and equity marketplaces in Canada and setting and enforcing rules.