About Us
Approach your future confidently with Scotia Wealth Management
Welcome to Scotia Wealth Management
Scotia Wealth Management offers 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. We call this “Total Wealth.”
Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, when you combine your thinking with ours, it creates Enriched Thinking®.
Interested in discovering more about our Total Wealth approach and how it can make a meaningful difference in your financial future?
Watch this short video:
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with an optional subtitlePrepare financially for years ahead
When we talk about Total Wealth, that’s exactly what it means: we’re committed to addressing all of your wealth management needs, both today and as they evolve. For instance, life expectancies are getting longer, and that’s a beautiful thing because it means we get more opportunities to build the lives we’ve always envisioned.
Our specialists are here to help shape the future you imagine, considering all areas of your post-work life, including your long-term health and wellbeing. Whether you’d like to purchase an additional property, start a business, help your parents, or simply maintain your current lifestyle, we’ll work with you to create your personalized Total Wealth Plan.
Just as life evolves, so do your planning needs
You may need to adjust your wealth plan to reflect the possible financial impact of living longer. Explore our interactive Total Wealth Planning tool below to see how the right plan can help you achieve your goals for the future.
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