Scotia Cassels is one of Canada's largest investment counseling firms, offering personalized attention to clients on a discretionary basis. Managed assets of over $26 billion for individuals, estates, trusts, institutions, pension plans, mutual funds, endowments, foundations, and corporations.

The investment process begins by establishing investment objectives and guidelines. Meetings are held, as required, to keep abreast of changing situations; and reports are issued on a regular basis to ensure progress towards the investment objectives. 

As part of the Scotiabank Group worldwide network, Scotia Cassels provides financial solutions and individual attention for investors across the country and around the globe.

Investment Philosophy

At Scotia Cassels, our goal is to optimize long-term investment returns, while minimizing your exposure to risk. We:

• Approach investing with a long-term focus - we do not react to short-term market volatility.
  
  
• Use a disciplined investment process to govern our buy and sell decisions, and apply it consistently.
  
  
• Diversify your investment holdings.