Wealth Structuring and Trust

Enriched Thinking™ means you can plan for what’s to come.

For over 50 years, Scotiatrust® has helped families and individuals plan for the preservation and transfer of their wealth. Together with your relationship manager, we offer specialized services tailored to meet your personal objectives and designed to evolve across a variety of life stages and financial events.

We work with you to define your goals and evaluate your current financial plans, identifying gaps that may require attention and creating strategies to address new opportunities for future success - as you define it. Together, we will develop a tailored plan with the goal of preserving your hard-earned wealth across future generations.

We have extensive experience in administering customized solutions for institutions, individuals, and the entities they control. Our dedicated teams are committed to providing wealth structuring and trust expertise and insight across a range of financial disciplines.

With so many fiduciary options available and different facets to be taken into consideration, working with a Scotia Wealth Management relationship manager with access to international and local expertise can be an effective way to address your unique needs. We specialize in complex structures which may include multi-faceted touch points and financial and non-financial assets, providing you with a financial plan that takes your world-wide assets into consideration.

Using tailored asset holding vehicles and associated services, you, your relationship manager and a team of relevant wealth management specialists work in partnership with your external advisors to design and implement your preferred structure. Your Scotiatrust specialist also consults with you about integrating governance oversight that is designed to take into account decision making, family values, dispute resolution as well as the allocation and management of assets.

Once the appropriate structure(s) has been determined, a dedicated team will provide you with ongoing support and service.