Get advice

Your financial plan can start with a simple conversation. 

Give us a call at 1-866-698-5927 and book a meeting with one of our advisors.

Scotia advisors are available in every branch to help you understand, plan, and execute the right financial plan.

Advice you can understand

We’ll leave the finance jargon behind. Using everyday language, your Scotia advisor can help you understand concepts and gain confidence, one chat at a time.

Your partner for the long term

A financial plan evolves with you. Your Scotia advisor will stay connected with you as your plan develops and changes, making sure you’re always on track for your financial goals.

Experience counts

Scotia advisors are highly qualified with years of experience in financial planning. Plus, they work with a range of specialists to ensure you’re always getting the best advice.

Bring your family

Having the right financial plan can benefit everyone in the family. So bring along your partner, parents, or children to your next Scotia advisor meeting. We’ll create a plan together that works for everyone.

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"Great service and helpful, very friendly and made sure I knew everything before I left... Explained in great detail with what Scotiabank has for future opportunities with planning towards retirement and savings"

Customer in Kenora, ON
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“Fantastic service from Scotia advisor Julie. This was the first time I met with an Investment and Retirement Planner who I felt gave me good advice and was personable and engaged. She is exceptional”

Customer in Nepean, ON

Here are some of the things you can discuss with your Scotia advisor:

  • Financial planning for you and your family
  • Savings and investments
  • Managing debt
  • Business advice
  • Insurance
  • Buying a home
  • Budgeting for you and your family
  • Day-to-day banking
  • Estate planning
  • Planning for retirement
  • Tax-efficient savings
  • Investment portfolio review

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Book a meeting with a Scotia advisor

It starts with a simple conversation. Talk to a Scotia advisor today.

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Find a Scotiabank branch

Locate a branch near you to meet with a financial advisor.

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Tips on working with your Scotia advisor

 

Here are some useful hints for your first meeting.