Get started

From building your financial plan to budgeting for a big purchase, we’ve got you covered.

Looking for a better understanding of your personal finances?

Start here with easy-to-understand guides for every situation. Before you know it, you’ll gain the confidence you need to manage your money. Let’s get started.

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Start a financial plan

You’ll learn about:

  • What a financial plan is
  • Why having a plan is important
  • What elements go into making a plan
  • How a Scotia advisor can help
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Start building a budget

You’ll learn about:

  • What a budget is and why it’s important
  • Getting started with your own budget
  • Prioritizing between managing debt and saving
  • Digital tools to help with your finances
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Start investing

You’ll learn about:

  • The basics of investing
  • How investing fits into your financial plan
  • Creating the right investment strategy for you
  • Terms you should know
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Start buying a home 

You’ll learn about: 

  • What is a mortgage 
  • Deciding to rent or buy 
  • The up-front and ongoing costs of owning a home 
  • How to get pre-approved for a mortgage 
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Start getting out of debt

You’ll learn about:

  • Understanding your debt 
  • Debt restructuring 
  • Which order to pay off different debts 

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. 

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