About us

About Scotia Wealth Management

Scotia Wealth Management is 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. 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 through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

About Scotiabank®

Scotiabank is Canada’s international bank and a leading financial services provider in the Americas. We are dedicated to helping our 25 million customers become better off through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With a team of more than 101,000 employees and assets of over $1 trillion (as at July 31, 2019). Scotiabank trades on the Toronto (TSX: BNS) and New York Exchanges (NYSE: BNS). For more information, please visit www.scotiabank.com and follow us on Twitter @ScotiabankViews. Scotia Wealth Management, part of the Scotiabank group of companies, includes a suite of wealth management professionals providing a complete range of investment and wealth solution services to affluent individuals, entrepreneurs and families. Scotia Wealth Management comprises investment advise, Private Banking, Private Investment Counsel, Scotiatrust®, Total Wealth Planning and other wealth solutions.

About Canada

Canada has a long-standing reputation for political stability, strong governance, a robust regulatory framework, and a stable economy.

Eight winning reasons why Canada is a safe and stable booking center for Latin American investors.

1. Political and economic stability. Canada offers a secure and predictable environment for wealth preservation with significantly lower risk of political uncertainties, or inflationary pressures than most other countries in the Americas.

2. Strong banking and regulatory system. Canada’s financial institutions are among the most stable and well-capitalized in the world.

3. Favorable tax and legal environment. While Canada is a highly regulated jurisdiction, it provides tax-efficient structures for international clients, including trusts, investment accounts, and corporate entities that enable strategic wealth planning.

4. High standards of confidentiality and investor protection. Canada maintains strict privacy laws and investor protections, ensuring that wealth management remains confidential and safeguarded.

5. Access to global markets and diversification. Canada is a gateway to North American and international markets, providing a hedge against economic volatility in Latin America.

6. Strong currency and financial instruments. Canada also provides a range of sophisticated financial instruments and asset management solutions, including crossborder multi-currency loans (subject to applicable regulatory restrictions) for families and individuals looking for multi-currency exposure.

7. A secure future for generational wealth. For Latin American families looking to secure multi-generational wealth, Canada offers long-term stability, legal protections, and advanced estate planning solutions to ensure a smooth transition of assets to future generations without the risks associated with political shifts in their home countries.

8. Highly educated, linguistically diverse and competitive workforce. Canadians are linguistically diverse, with nearly 1 in 4 Canadians speaks one of over 200 languages in addition to English or French1 , providing us with the opportunity to better connect with diverse cultures and understand unique perspectives.
 

(Source: 1: Statistics Canada, Census 2021)