Our services

Our services

The Total Wealth approach begins and ends with your personal goals, where your Wealth Manager, working along side our team of specialists, works closely with you to develop comprehensive and tailored strategies to create your Total Wealth Plan. We integrate all of our specialists’ strategies together in one place, with your priorities at the centre, showcasing the power of our unique team-based approach.

Your Total Wealth Plan provides insights needed to help you achieve better financial outcomes by focusing on strategies that structure, enhance, protect, and transfer your wealth.

Our services at a glance

Backed by our local and international specialists, our personalized Total Wealth approach provides you with best-in-class solutions across:

  • Private Banking
  • Wealth Lending
  • Investment Advisory
  • Wealth Structuring And Trust

Speak with a Scotia Wealth Management professional today