Our services
We focus on providing wealth management solutions in addition to our core investment management services.
We have a disciplined philosophy and process rooted in real world knowledge and experience with outcomes designed to stand the test of time and markets.
Total Wealth Planning
Total Wealth Planning is more than generating a basic financial plan. It begins with gaining a deep understanding of your entire financial picture, your immediate needs and your goals for the future. Working together with our team of specialists, who offer fresh perspectives and can help discover new possibilities, your Wealth Advisor will act as your financial partner, to help you navigate your Total Wealth Plan that will guide your financial decisions and evolve as life changes. This process of developing your Total Wealth Plan can help you realize your dreams and achieve future success, however you define it.
Services at a glance
Total Wealth Planning From Scotia Capital Inc. |
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Investment Management From ScotiaMcLeod,® a division of Scotia Capital Inc. |
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Insurance Solutions From Scotia Wealth Insurance Services Inc. |
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Estate and Trust Services From Scotiatrust,® The Bank of Nova Scotia Trust Company |
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Private Banking From Private Banking, The Bank of Nova Scotia |
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Business and Family Advisory Services From Scotia Capital Inc. |
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