To construct a financial plan that works, you and your financial advisor will need to:

• Make sure the financial strategies and solutions you choose are those that best meet your individual needs.
  
  
• Consider the effect each financial decision and strategy can have on other priorities, and on your long-term projections. For example, what should you do if saving for your children’s education affects early retirement goals or your goal to pay off your mortgage? We’ll integrate your strategies to help eliminate any apparent conflicts.
  
  
• Work closely together on an ongoing basis to ensure that all your financial decisions support one another and your entire planning process.

Your Scotiabank financial advisor can then work with you to develop and prepare a plan tailored to meet your goals, your values and your investment risk profile and your timeline.

Here's how to put your financial information to work:

• Come into your nearest Scotiabank branch and talk to an advisor about tailoring a plan that's right for you.
• OR call 1-800-4SCOTIA (1-800-472-6842).

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