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There are many reasons why people choose to have a professional manage their financial affairs. Perhaps you are transitioning into retirement or traveling a good part of the year. Perhaps you simply want freedom from taking care of the administrative aspects of your finances or maybe you are becoming concerned about your ability to manage them.
With our Personal Office™ account, you can enjoy the freedom associated with financial administrative assistance without sacrificing your independence.
How Personal Office works
Your dedicated Scotiatrust professional will provide you with access to personal care and concierge services designed for your lifestyle.
Your Trust Officer:
- is experienced at working with both individuals and their families
- will administer your day-to-day financial affairs and investments
- will act on your behalf based on your instructions
- can help you make informed decisions about the support and services you may require.
Service Overview
1. Streamlined financial administration and reporting:
- Day-to-day management with every transaction reported in one statement.
- Collection of income from investments, pensions and other sources.
- Timely and automatic monthly or seasonal bill payment.
- Tax return preparation, payment of quarterly installments, consolidated reporting and if you wish. refunds can be deposited into your Personal Office account.
- Custody of assets and trade settlement.
- Consolidated capital gain and tax reporting.
2. Investment management options:
- Portfolio management from Scotia Cassels Investment Counsel Limited.
- Investments managed by any other investment advisor you may be working with.
- Consolidation of your GICs while maintaining a diversified mix in line with your objectives.
3. Access to lifestyle, concierge and travel services such as:
- Information and guidance on personal care for yourself or a family member plus the ability to search for long-term care facilities and other retirement living options according to your specifications.
- Concierge Service for the occasional need such as vacation planning or booking theatre tickets (some limitations apply).
- Waiving of annual fees for ScotiaGold Passport™ VISA*, Scotiabank’s premium VISA card including several travel-related services.
- Access to Travel Medical insurance with payments possible through your account.
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