Invest & TradeCreate a plan that gets you where you want to go
Is it right for me?
It’s perfect if you have a high net worth and need integrated wealth management solutions.
Tell me about it
Your financial situation may be far more complex than most. We're dedicated to helping you find solutions to manage and grow your wealth, meet your long-term financial goals and administer day-to-day tasks. We can help you:
- Plan your wealth succession
- Act on global investment opportunities
- Create flexible borrowing solutions
- Take care of time-sensitive transactions
- Administer bill payments and other day-to-day tasks on your behalf
Maximize investment opportunities
When you team up with one of our dedicated private bankers, they will search for opportunities to help you make the most of your finances. They can help you:
- Combine assets under one investment line of credit. You’ll make borrowing simpler, access increased credit and expand your universe of investment opportunities
- Capitalize on investment opportunities without selling assets, triggering taxes or paying transaction fees
- Maximize the after-tax value of your estate
- Increase your borrowing power by incorporating investment industry margin loans
- Access addition equity within an insurance policy
- Reduce income or investment exposure to currency or interest rate risk
Inspire travel and entertainment service
Enjoy personal attention and insider access to your favourite sport, entertainment and cultural events. You’ll get first-class service whether you want to arrange a simple domestic flight, a family reunion in Rome or VIP passes for your next concert.
Achieve your financial goals
Whether you're a novice investor or seasoned trader, you’ll get the advice, products and opportunities you need to help you make the most of your investments.
It's perfect if you're looking for low commissions, a variety of online tools and resources, and trading and investing education.
Scotia Wealth Management
It’s ideal if you’re looking for an innovative team-based approach to wealth management that addresses the entirety of your life–your family, your business, your future–one facet at a time. It’s your thinking, combined with our thinking, to create Enriched Thinking®.