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Expert and innovative financial planning strategies using proven insurance and investment solutions.
Maybe you have landed your first "real" job, gotten married, purchased a home, have children in university, or are interested in minimizing taxes, the most effective way to make a charitable donation, or generating the highest possible after-tax retirement income - whatever your stage in life, insurance can help you achieve your financial goals and ensure the security of your future. As part of your strategy for investing and estate planning, protection solutions complement your complete financial plan.
ScotiaMcLeod Financial Services Inc.
As part of your ScotiaMcLeod advisor's team of wealth experts, ScotiaMcLeod Financial Services Inc. complements the investment planning process by delivering valuable, innovative, insurance solutions that are integral to helping you build and preserve your wealth throughout your financial life cycle.
This team of experienced professionals employs a planning process that includes objectively analyzing your financial situation, collaborating with your professional advisors, providing knowledgeable advice, and effectively implementing solutions. Providing you a high-level of customer service, their professional approach reflects their expert standing within the insurance industry.
Insurance solutions, as a key component of your financial plan can protect your income and investments, address longevity issues, and more. More details about managing risk
Insurance solutions are ideal to safeguard the value of your assets in a tax-efficient manner. More details about minimizing taxes
Diversifying your income sources can greatly enhance your income and your overall financial position, during your working years and in retirement. More details about enhancing income
Care for Your Health
Your health could actually have a greater impact on your savings than the performance of the market. More details about caring for your health
Leave a Legacy
Life Insurance can be a critical component to a well-developed succession plan. More details about leaving a legacy
Definitions for common insurance terms. More details about glossary
- All insurance products are sold through ScotiaMcLeod Financial Services Inc., the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Quebec) representing ScotiaMcLeod Financial Services Inc.
- The information contained on this website is for use by persons resident in Canada only.