Wealth Structuring and Trust
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.
We are licensed to offer wealth structuring and trust services in Canada, The Bahamas and the Cayman Islands through Scotiatrust®, The Bank of Nova Scotia Trust Company; Scotiatrust®, The Bank of Nova Scotia Trust Company (Bahamas) Limited; and Scotiatrust®, Scotiabank & Trust (Cayman) Ltd.*