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Scotia Private Client Group works with you to understand your personal values, financial situation, and philanthropic objectives as part of a complete financial strategy, through our team of experts approach.
We take a holistic approach to personal and business needs, putting your goals first. We can work with you across the county in collaboration our Scotia Private Client Group Centres and independent lawyers and accountants.
Our focus is on sophisticated and objective planning in support of true philanthropy. Through advice and service, we are able to create and implement practical, tax-efficient strategies that balance family priorities and support philanthropic goals.
For general information on charitable giving and a listing of most Canadian charities, visit the Canadian Donor's Guide, a publication sponsored by Scotia Private Client Group.
We have three Charitable Planning offerings:
Private Foundations
Our professionals provide expertise in establishing and administering private foundations.Currently we support over 420 foundations with over $1 billion in assets.
Aqueduct Foundation
If philanthropy is a priority for you and your family, Aqueduct Foundation (a public charity), provides a channel for donating to the charities that are most important to you.
Advisory Services and Solutions
We provide advisory services on a consulting basis through a complete range of philanthropic solutions.
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