Our knowledge and our commitment to our partnership with you allow us to build sound international investment solutions, providing you with a balanced portfolio for long-term stability and peace of mind^†.

Scotia Private Client Group's team of investment specialists can fully support the development of your portfolio by providing you with leading international products and services, including timely market strategies and portfolio reviews.

Proven Advisory Process
It is best to start with a full understanding of your financial situation. Working through our Advisory Process, we review and analyze your needs and goals and create a personalized investment portfolio based on those goals, your time horizon, risk tolerance, and any income requirements you may have. We also focus on aspects of international portfolio construction that may affect your finances, such as currency fluctuations, asset allocation, geographic diversification, and political stability.

Our Six-Step Advisory Process:

Worldwide Investment Reach
Through our Scotiabank Group partners, we have access to investment solutions, research, and tools from around the world to incorporate the most appropriate investments for your needs.

• Fixed Income
  Scotia Private Client Group has access to the long-standing expertise of Scotia Capital in fixed income, and we have the knowledge and capacity to build you a fixed-income portfolio tailored to your unique investment goals.
• Equities
  The equity group at Scotia Capital provides us with trading and advisory services for a full range of equities as well as preferred shares, income trusts and options.
• Investment Funds
  We have access to a breadth of investment funds, including mutual funds, specialized funds and hedge funds. We analyze each fund statistically as well as looking at its portfolio management process, style and discipline, mandate, and inherent risks.
• Structured Products^◊
  Through our partners we are able to offer a variety of alternative investments within structured products that meet the more sophisticated needs of your investment strategy. By using structured products, we can eliminate the complexity involved in managing individual alternative investments.
• Research and Tools
  We use industry-leading research and tools to create the investment portfolio that is right for you and your investment goals.
  

^†Investment solutions are subject to local securities regulations.
^◊ May not be available in all jurisdictions.


Scotia Private Client Group represents the Scotiabank group of companies providing private client services, including Scotia Capital Inc. which provides international brokerage services. Scotia Capital Inc. is a CIPF member.