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Your money, your way
Money is personal. Your goals, dreams, and circumstances are unique. That's why we offer personalized advice that goes beyond a one-size-fits-all approach.
Get financial advice in a way that works for you
Take the Money Style quiz to learn how your money style affects your financial decisions.
- Uncover different aspects of your unique perspective on money.
- Understand the emotions, motivations, and fears behind stressful money conversations.
- Foster more empathetic conversations with the people in your life – and productive conversations with an advisor.
Your all-in-one resource for articles, hints, and tips to help you make the most of your money.
Getting started
Discover simple step-by-step guides to financial planning, investing, budgeting and more.
Mastering banking
Learn more about common banking products, from chequing accounts to mortgages.
Planning for life
Find the right financial advice for each moment of your life.
Gain a clear picture of your finances with a digital tool that gives you personalized insights, advice1, and control over your money.2
- Set up, manage, and track your spending using our smart budget tool.
- Track your cashflow by reviewing the money coming in and out of your accounts each month.
- Receive personalized insights, alerts, updates, and advice based on your account activity.
An investment platform that lets you set, track, and change your goals as your life evolves.
- Create and track your individual custom goals.
- Get tailored recommendations for investment accounts.
- Determine your investor profile so you can weather the changes in the financial markets.
Our advisors can help you develop a personalized plan to reach your short, medium, and long-term financial goals.
- Get comprehensive advice for every stage of life.
- Plan for your retirement based on your projected lifestyle needs.
- Create a roadmap for goals like buying a home, paying off debt, or investing for the future.
Featured Articles
Ready to buy a home? Here's how to save for your down payment.
Buying a new home with a less than 20% down payment? Learn why you'll need mortgage default insurance, how it works and how the premium is calculated.
More about the Money Style quiz: This quiz was developed by evaluating and synthesizing key findings from a range of sources, including consumer data reports, research studies on the psychology of money, and consultations with psychologists, therapists, and money experts. It’s not meant to be used as a formal psychological diagnostic, or a substitute for expert financial advice. It’s meant to make you think more deeply about your relationship with money, to help make conversations easier, and more productive.
1
If you have any questions about whether any recommended action, insight, or product is right for you, please contact us.
2
To access Scotia Smart Money by Advice+, you must have an active personal banking retail product, have transacted at least once on your account within the preceding 6 months and have logged into the Scotia Mobile Banking App.