Whether you're new to investing or have years of experience, a second opinion on your investment portfolio can give you the confidence to sleep better at night.
Why Do You Need a Second Opinion?
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Check out our Second Opinion website with useful information & tools.
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You could be holding investments that are inappropriate for your financial goals or risk tolerance. You might have multiple portfolios that are inconsistent with one another.
Maybe you've had a life change like marriage, a child, or a new home, that calls for changes to your investment strategy. Perhaps you want to take greater advantage of RSPs, RRIFs, RESPs, or other registered accounts.
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Get Where You Want to Be
A Scotia® advisor will guide you through a process to understand where you stand today, and will help you to:
Understand and prioritize your goals
Before considering specific investments, it's important to identify your goals and priorities. What do you want to achieve? How much time do you have? What is your risk comfort level? |
Assess your current portfolio
Your Scotia advisor has unique planning tools to help ensure you're in the best position to achieve what you want. These tools can help to identify your investor profile, define an appropriate asset mix, and analyze your existing investments. |
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Make changes where needed
You will helpful recommendations on how you can get more from your investments, including GICs, mutual funds, systematic investment programs, RSPs, RRIFs, and RESPs. |
Get A Scotia Advisor Working for You
Your advisor provide the advice you need to invest with confidence. Speak to an advisor and make an investment decision you can feel confident about.
 Find out more about our advisors.
Speak With a Scotia Advisor Today
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