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.
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.
Meet our advisors
Our Scotia advisors are ready to help you with financial planning tailored to your personal needs.
Meet Scotia Advisor Farah and hear what she loves most about providing her customers with advice to help them achieve their financial goals.
Meet Scotia Advisor Nicole and hear all about how her favourite part of her job is helping customers reach their goals.
"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"
“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”
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
- Buying a home
- Budgeting for you and your family
- Day-to-day banking
- Estate planning
- Planning for retirement
- Tax-efficient savings
- Investment portfolio review
Book a meeting with a Scotia advisor
It starts with a simple conversation over the phone or in person. Talk to a Scotia advisor today.
Find a Scotiabank branch
Locate a branch near you to meet with a financial advisor.