Make your extra years extraordinary
Let’s make a Total Wealth Plan that makes the most of your longevity
As Scotia Wealth Management, we go beyond investments
We take a comprehensive approach to managing your wealth, helping you build, grow and transition your assets while ensuring financial confidence today and for years to come.
What is the Total Wealth Approach?
We bring together a team of specialists to provide a comprehensive strategy that considers all areas of your life, including your long-term health and wellbeing. Whether you are planning your dream retirement, creating a well-prepared legacy, or investing in new opportunities, we are here to help you navigate through a range of complexities and help shape the future you envision.
The Total Wealth Approach Encompasses
Comprehensive wealth planning
From financial advice on managing your wealth, to careful contemplation of how to transfer it to future generations, our specialists will develop a financial plan that is customized to your specific goals.
Longevity planning for the future
Life expectancies are getting longer, and that’s a beautiful thing. Longevity planning is essential to align your wealth strategy with your future needs to provide financial security and peace of mind.
Services at a glance
Your personal tailored Total Wealth Plan includes a suite of services including, Investment Management, Private Banking and Customized Borrowing, Estate and Trust Services and Insurance Solutions.
Define your financial milestones and life goals
Understanding your life priorities is a good first step to developing a strong financial plan, wherever you are on your wealth journey. We can help.
Our interactive tool helps you define your top priorities, current and future goals, ponder your potential healthcare needs and balance your goals for your future.
Check out our interactive tool below to learn more, or connect with a Scotia Wealth professional today for insights on enhancing your long-term financial strategy.
Curated health and wellness partnerships
At Scotia Wealth Management, we believe wealth and health go hand in hand. Our network of health and wellbeing specialists are available to support planning efforts that consider your total wellbeing and enable the additional years you envision.
Proactive health management
Homecare and residences
Caregiving support
Insights for a wealthier, healthier future
While managing your wealth and wellbeing is both exciting and relevant in today’s world, it’s also complex and constantly evolving. Stay current with the latest insights and resources on wealth and longevity planning.
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