Financial Planning

Anticipate the opportunities.

Our comprehensive financial planning process can identify gaps and opportunities so that strategies can be created and actions can be undertaken to help you achieve a sound financial future.

Building

Structuring
Your Wealth

  • Comprehensive financial and lifestage planning
  • Customized investment strategies
  • Strategic financing and borrowing

Preserving

Protecting
Your Wealth

  • Tax-efficient retirement income and strategies
  • Income and asset protection
  • Trusts for family and/or business

Transferring

Well-being for future generations

  • Estate and trust planning
  • Philanthropy and charitable giving
  • Business succession

Have Questions?

Refer to our Financial Planning Checklist (42kb)

Scotia Private Client Group Online

Access your account information through our secure online service. Learn more