The best advice starts with a conversation

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

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. 

Advice+ Features


Planning for retirement: 9 essential steps to know

Get ready for this exciting stage of your life with a proper financial plan.


How to open a joint bank account

What is joint bank account? Learn how to open one for you and your partner or other loved one.


Should you stay or should you go: One of homeowners’ toughest decisions

Before you start on the path to renovating or moving, we’ve outlined some financial considerations to keep in mind.

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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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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