Build a plan to fit your life

We can help you reach your goals with a personalized financial plan, tailored advice, and tools to track your growth – all online. 

Solutions that grow with you

Scotia Smart Investor

Get personalized investment solutions in minutes.

Tell us a little about yourself, your goals, and your risk tolerance, and we’ll suggest the right investment accounts and products for you. 

Advice+

Financial literacy advice to help you manage your money and stay ahead of the curve during changing times.

Products and plans

Set goals and build your financial future with our most popular investment products and plans.

Invest your way, with Scotiabank

Guided investing

Scotia Smart Investor

  • Tell us your goal and we’ll tell you the investments that can help you get there

  • Choose investments online, by phone, or in branch

With an advisor

By phone or in branch

  • Start with a Scotia advisor, by phone or in person

  • Get investment advice, whether you’re new to investing or more experienced

Self-directed investing

Scotia iTRADE®

  • Sign up to buy and sell stocks, ETFs, and more online

  • Track your entire financial picture, all on one screen

Take advantage of our investment offers

Investments

Transfer Funds to Scotia

Earn a 1.5% cash bonus on transfers into an eligible registered account, up to $3,750.*

Investments

New Registered Accounts

Earn up to $3,750 with a new eligible registered account*

Get smarter with your money. Get Advice+

How to start your investment journey

A step-by-step guide to getting started and choosing investment options to meet your goals.

What is a TFSA?

Your guide to a Tax-Free Savings Account and how it can help you save for your goals.

How you could use the Tax-Free First Home Savings Account (FHSA)

 

The Tax-Free First Home Savings Account helps Canadians save towards their first home.

Talk to a Scotia advisor today

A Scotiabank advisor is someone you can talk to about your today and trust with your tomorrow.