Wealth management clients

With our Total Wealth Planning process, we can help build your financial confidence to preserve and enhance your wealth through life’s transitions.

Empowering women to take control of their financial futures

The Scotiabank Women Initiative takes an inclusive approach to empower women to make confident financial decisions for their family, their business, their future. Whether you’re the primary financial decision-maker, a partner in decision making, or financially independent.

Unbiased access to tailored solutions

Take charge of your financial future with the support of our team of specialists. We have the expertise to meet the full spectrum of your financial needs—from investing to estate and trust services, from insurance to philanthropy, and much more.

Bespoke specialized education

Build the financial confidence you need to make informed decisions when it comes to your wealth. Our online resources and workshops offer you support on navigating life transitions like retirement, divorce and more. 

Holistic advisory services 

Our Advisor/Relationship Manager listens to what you value most, and help you plan ahead. They’re trained to support women like you so that you’re better prepared financially for any upcoming life transitions, and to create a Total Wealth Plan that reflects your needs and aspirations.

Conversations that count

The Scotiabank Women Initiative has partnered with Dr. Amy D’Aprix, a leading expert in longevity, renowned coach, author and Consultant for Scotiabank since 2020, to help break down some of those difficult but necessary things to consider as you grow older. “Conversations that count” video series covers topics such as planning for retirement, how to find balance while caregiving, the importance of transparency in financial conversations, and so much more.

Videos

Balance while caregiving

How do you find balance while taking care of a loved one? There’s no way to have perfect balance when you’re caregiving. But you can still be a great caregiver and still have great quality of life.

Purposeful retirement

How do I manage the loss of daily connection and identity in retirement? You can have a retirement full of purpose and connection, as long as you’re intentional about it.

Difficult conversations

How do I talk to my adult kids about what happens when I’m gone? It’s normal for adult children to feel uncomfortable talking about their parents’ aging. But sharing your ‘why’ can help.

Insights

Wealth planning for the next generation

Successfully transitioning wealth from one generation to the next.

Planning how to care for aging parents

For many Canadians today, caring for an aging parent or a family member is a defining part of life.

Three steps for women to start their retirement planning

Planning for retirement is unique to everyone’s financial situation and goals, but women tend to have distinct priorities and factors to consider.

Dr. Amy D’Aprix

Dr. Amy D’Aprix has a Ph.D. in Social Work and is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving and family dynamics. “Dr. Amy,” as she is affectionately known, has worked with professional advisors and their clients for more than 30 years, and her company, Life Transitions by Dr. Amy, offers a unique training program geared to the financial services industry. She works with The Scotiabank Women Initiative, helping advisors to deepen their relationships with clients. She is a frequent guest on podcasts and radio and TV shows including CBC, The Social and Breakfast Television. She has also written numerous articles for print and online publications.

Explore Your Priorities tool

Everyone has different priorities, which can lead to what you need from a wealth management perspective. Discover what’s most important to you with this tool. 

News and events

Our wealth specialists are trained to understand your financial needs

When it comes to life transitions, women face unique challenges and need a Total Wealth Plan to reflect that. Each of our client -servicing professionals is trained to support you as you navigate important life stages, and to provide tailored solutions to help you achieve your goals.

event

Enriched Living Spotlight:

Healthy aging strategies for retirement
featuring Dr. Franco Rizzuti and Dr. Amy D’Aprix


Learn about the connection between health and wealth in light of increasing longevity.

Join us on March 5, 2024, from 2:00 PM – 3:30 PM (ET)

Brought to you by Scotia Wealth Management, in partnership with The Scotiabank Women Initiative

Register nowfor the Webinar: Healthy aging strategies for retirement

FAQs