As she enters a new chapter of her life as a widow, Sonia wants to focus on preserving her wealth, her husband’s legacy and her family’s future in every way possible. Learn how we helped.
Elizabeth earns an excellent salary, and the proceeds of the sale of her husband’s business have just come through. With her two children and her mother, she’s looking to make the good life a great one. Learn how we helped.
After 40 years building a successful business, James is ready to pass it on to the next generation. But that doesn’t mean he’s slowing down. Learn how Scotia Wealth Management helped him realize his plans.
For many people, investment management is a key piece of the larger picture. It requires focused attention because the outcome affects the entirety of your life. Together with your input, your relationship manager will provide investment expertise to develop a customized portfolio that reflects your investment objectives and complements your vision.
Private Banking provides personalized, attentive and discreet service to help save you time and effort. Our offering features a sophisticated suite of preferential services designed to meet your complex banking and borrowing needs.
How do you ensure that your wealth is preserved, protected and properly transferred to your loved ones and/or cherished causes? Together with your relationship manager and specialists at Scotiatrust®, Scotia Wealth Management will help you develop a comprehensive, customized wealth transfer strategy, including a plan for potential future incapacity, centred around your unique financial/personal situation, your goals and your priorities.
The cornerstone of Scotia Wealth Management is a bespoke financial plan designed to fit the particulars of your life. This starts with a well-considered analysis that takes into account the various aspects of your life and finances – resulting in a deeper understanding and action plan for your current situation, and a well-informed view to helping you make your dreams a reality.
