The best advice starts with a conversation

Welcome to the Scotia Advice+ Centre. Here you can learn the steps to take towards your financial goals and put yourself in control of your financial future.

This spring we’re focusing on answering your questions around home buying and insurance.

Getting started is easy, either by meeting a home financing advisor, contacting your branch, or applying online.

How to apply

Advice+ Features

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Transferring a Cottage to a Family Member

Tips on passing down the family cottage as peacefully as possible.

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Own a home, not a mortgage

Pay off your mortgage faster and own a home sooner with options like STEP.

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Home sweet home – how you can protect your biggest investment

Mortgage Protection Insurance is optional creditor insurance that can help your family remain in their home should you experience certain life challenges.

Watch video - Five Financial tips for retirement

Retirement is an exciting time. Whether you plan on travelling or spending time with family, you want to make sure your finances are in order so that you reach your retirement goals. Here are five financial tips to help you plan the lifestyle you want.

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3 ways to learn about your money 

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Get started

Simple step-by-step guides to financial planning, investing, budgeting + more. 

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Planning for life

Find the right financial advice for what’s happening in your life today. 

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Banking 101

Get smart on common banking tasks and products from our team. 

How Advice+ works

Start with a conversation

We want to hear your story. We listen so that every plan is tailored towards your unique personal needs.

Learn the steps to get to your financial goals

We’ll give you a comprehensive roadmap for all aspects of your finances, so you feel in complete control of your future.


Grow your plan with us

Your Scotia advisor will keep you heading in the right direction no matter the twists and turns that life can take.

Let’s have a conversation

Our Scotia advisors are here to help you plan your financial future. With a simple chat, we’ll get you on track to accomplish your financial goals, big and small.

Looking for advice for your business? We’ve got you covered.

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Meet your Scotia advisor in a branch near you.
Book an Advice+ appointment