Scotiatrust

 

Enriched Thinking® means you can plan for what's to come.

For well over 100 years, Scotiatrust® has helped Canadian families plan for the preservation and transfer of their wealth. Together with your relationship manager, we offer specialized services tailored to meet your personal objectives and designed to evolve across a variety of life stages and financial events.

Estate planning is about life–the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial future.

The estate planning process takes your financial and personal situation into account to develop a comprehensive plan that reflects your wishes. Your plan should also contemplate potential future incapacity and explore options including powers of attorney and/or inter vivos trusts.

Working with the knowledgeable team of professionals at Scotiatrust can help you to develop a thorough and integrated estate plan that addresses your goals and objectives.

By appointing Scotiatrust as executor and/or trustee of your estate, you are helping to ensure that the desires expressed in your Will and trusts are carried out with sensitivity, professionalism and objectivity. The experts at Scotiatrust administer and manage estates and trusts of varying complexity and value in a timely manner and are sensitive to the needs and concerns of family members and other beneficiaries.

Scotiatrust may be your best choice for Executor if you have a complex family situation, own complex assets, wish to establish ongoing trusts or wish to ease the burden on loved ones at a difficult time.

A thoughtful estate plan will include a plan for potential future incapacity. Where appointed as your Executor, Scotiatrust may also be your best choice as Attorney for Property.

Should you yourself be named as an Executor, Trustee or Attorney for Property, Scotiatrust can help. Our Estate Assist® service can be invaluable to executors who are uncertain about what the role entails, face time or distance challenges, are concerned about personal liability or the potential for beneficiary issues. Personal Office provides much-needed service for trustees and attorneys seeking assistance in discharging their many duties and responsibilities.

Establishing a private or personal charitable foundation is an effective way to engage in philanthropy and create a legacy. Together with your relationship manager, we can assist you to integrate your philanthropy with your financial and estate plan.                             

Aqueduct Foundation

Ask us about Aqueduct Foundation (a public charity) with individual personal foundations that enable you to support the charities that are important to you. Aqueduct can create a legacy as part of your estate plan or can help you with strategic philanthropy during your life. 

Private Foundations

Through our private foundation services, we support new and existing private foundations with practical administration, granting and investments. From developing a mission statement to providing guidance on strategic giving, our advisors will engage with you to help ensure your philanthropic goals are met.

J.P. Bickell Foundation

The J.P. Bickell Foundation has sought to enrich the lives of Ontarians for over 60 years, supporting communities with gifts ranging from medicine to education, health and social welfare, and enabling the cultural education of a diverse range of talented individuals. Learn more here about the Foundation and the grant application process. 

Other Foundations

Scotiatrust, The Bank of Nova Scotia Trust Company, in its capacity as trustee, director or agent for the trustees and directors of foundations, offers online grant application services. Please select from the list below to find out more about the grant application requirements for each Foundation. 

With our custodial services we assist affluent investors and institutions in consolidating and safeguarding assets.

We service the administration of financial assets including cash, money market instruments, equities, government and corporate bonds, other debt instruments, rights, warrants and mutual fund units. Our strong reputation for service, security and privacy is well-earned.

As a long-standing, recognized and respected securities operation, we will work to keep your financial assets safe and efficiently manage the administration of your investments.

Meet with a professional today to learn how a customized strategy can help ensure your wealth is preserved and properly transferred to loved ones. Contact us today at 1 (800) 265-6978 

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Scotiatrust® services are provided by The Bank of Nova Scotia Trust Company.

Sonia

Sonia is a retired business professional and owns a vacation property in Mexico. Her husband recently passed away, and she wants to ensure her family wealth is well preserved and assets are properly managed.

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David

David recently retired from his position as senior partner at the largest law firm in Montreal.

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Ellen

Ellen is a married stay-at-home mother to three children. Her husband is an executive at a multi-national corporation.

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Elizabeth

Elizabeth is a medical professional and her husband is retired, having sold his software business to a multinational corporation recently.

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Daniel

Daniel is a senior vice president with one of Canada’s largest mining companies. His wife, Denise, runs her own interior design consulting company.

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Richard

Richard works for one of the world’s leading luxury-automobile manufacturers and commutes often between offices in Canada and Mexico.

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Lisa

Lisa and her husband Dan run a successful retail clothing business, with a chain of seven stores across Canada.

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James

Over a period of 40 years, James and his wife Debbie built a business empire. He is looking to retire, transferring ownership of the business to a son.

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