Scotia Financial Planners

We work with you to reach your financial goals, for today and tomorrow.

We're not just Advisors. We're Partners.

It starts with focusing on you, to get to know you better. A Scotia Financial Planner will take the time to understand what's important to you so that clear financial goals can be set. Then we build a plan tailored to help get you there. When things change in your life, we'll help you adjust your plan and keep you heading where you want to go.

Scotia Financial Planners have the investment and financial planning experience to offer comprehensive advice on:

  • Investment planning
  • Retirement planning
  • Cash flow optimization
  • Education savings planning
  • Business succession
  • Tax-efficient strategies
  • Estate planning
  • Diversification strategies

 

We can meet you where you want, when you want, to make a plan that works for you.

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Let us contact you

To get started planning for your financial future, start with a complimentary financial review from a Scotia Financial Planner.

To have a Financial Planner contact you, complete the form below.

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