How we got here
Scotia Wealth Management is the natural evolution of our Total Wealth strategy.
The cornerstone of the Total Wealth strategy is to bring the entire suite of wealth management services to our most highly-valued clients in a more seamless and holistic way. We recognize the need to continue to evolve to support a more comprehensive wealth management business and a true team-based approach to serving our clients. The introduction of Scotia Wealth Management is another milestone in this journey.
As a brand, Scotia Wealth Management has been informed by thorough stakeholder research conducted in Canada and internationally. The resulting visual style and simple, benefit-driven language will help differentiate us in the marketplace, and lend strong support to your individual sales efforts.
Visit the Resource Centre to learn more about incorporating the new brand into your business
Why it matters
Why it matters
The launch of Scotia Wealth Management is a significant change, and will have an impact across a spectrum of stakeholders. For our clients it means we can now provide a much more robust service, helping with all aspects of their finances and their lives, so that our actions and recommendations can be mutually supporting. For you, the new brand is about strengthening your reputation and going to market with a clear and unified voice that reflects your commitment to delivering holistic wealth management solutions to your clients, which will potentially enable you to attract a range of new clients. And for the bank it means greater than ever alignment of all our business units under a new, more customer-centric strategy.
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A more all-encompassing, effective suite of services for our customers.
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Greater client satisfaction and new business potential for you.
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More consistency and synergy across all of Scotiabank’s business units.
What It Looks Like
What It Looks Like
In our global research there was one element that resonated in all markets. It was Enriched Thinking™. Enriched Thinking describes our innovative team-based approach to wealth management that addresses the entirety of our clients’ lives, one facet at a time. Enriched Thinking speaks to the collaborative approach behind our Total Wealth strategy. It also illustrates the way we see not just the big picture for our clients, but all the little ones as well.
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Advertising
Scotia Wealth Management is working with our partners to finalize plans for an extensive newspaper, magazine, and on-line advertising campaign meant to excite and inform clients and potential clients about our new offering.
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Web
A robust customer-facing website – scotiawealthmanagement.com – will enable clients and potential clients to get in-depth information on our services, and to find you, their advisor, quickly and easily. It will also function as an invaluable resource for your clients and future clients, housing a curated collection of the latest in financial management news and opinion.
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Sales Support
Brochures, fact sheets and other marketing materials will inform and persuade about the superiority and effectiveness of our new offering.
Get Started
Get Started Now
You will need to transition your business to align under the Scotia Wealth Management brand, and we have tried to make that process as simple as possible for you. You will find complete instructions on what you need to do, and how best to do it, at our Marketing Centre.
Go to Resource Centre