Scotia Financial PlanningTM

We work with you to reach your financial goals, for today and tomorrow.

Our Scotiabank Financial Planners* focus on you and your future. 

We help you feel more confident in your financial future by building a personalized financial plan that reflects your unique goals and evolves with you as your priorities and circumstances change.

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Benefit from our expertise and experience

Scotia Financial Planners can offer comprehensive advice on:
  • Investment planning
  • Retirement income planning
  • Tax-efficient investing
  • Cash flow optimization
  • Diversification strategies
  • Estate planning
  • Business succession
  • Education savings planning

Right for you if:

  • You are looking to work with an accredited and licensed professional
  • You would like a complimentary review of your financial plan
  • You need a convenient approach to planning your future
  • You have $100,000 or more in investable assets

Financial advice that comes to you

Connect with a Scotia Financial Planner on your own terms. We provide the flexibility and convenience of meeting where you want, when you want, to make a plan that works for you.
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*
A Scotiabank Financial Planner is an employee of The Bank of Nova Scotia who is also employed by Scotia Securities Inc. (SSI) as a Mutual Fund Representative. SSI is a corporate entity, separate from, although wholly-owned by The Bank of Nova Scotia. Scotia Financial PlanningTM is a business name used by Scotia Securities Inc. TM Trademark of The Bank of Nova Scotia, used under licence. Scotia Securities Inc. is a member of the Canadian Investment Regulatory Organization.