Discover a higher degree of success.

I. PERSONAL RELATIONSHIP MANAGER

Benefit from a single point of contact for all of your financial needs. Your advisor is your personal relationship manager who oversees your wealth plan and guides our team of specialists. Together they map out a strategy to achieve the results you’re counting on.

II. HOLISTIC FINANCIAL PLANNING

Your journey is as important as your destination. That’s why we believe good financial planning is fundamental to providing you with the right information to make informed decisions. We work with experienced professionals to analyze risk, propose tax strategies, reduce costs and fine-tune your investment mix.

III. EXCLUSIVE PORTFOLIO MANAGEMENT

We offer discretionary portfolio management through our exclusive group of portfolio managers, backed by the research and capabilities of Scotia Capital. Your portfolios will be structured to ensure tax efficiency, reduce fees and maximize returns.

IV. LENDING AND BANKING SERVICES

Benefit from our exclusive in-house mortgage brokerage service and private client banking through Scotiabank.

V. RISK MANAGEMENT AND ESTATE PLANNING

We help you plan for the expected – and the unexpected. You can count on expert advice for insurance, as well as estate planning through our trust and estate services division. In addition, we partner with lawyers and notaries to make it easy for you to implement your estate plans.

VI. STRATEGIC PARTNERSHIPS

Through our extensive network, we offer referrals from concierge travel and entertainment to vehicle brokerage services and home and cottage renovations.

VII. STRATEGIC PARTNERSHIPS

Through our extensive network, we offer referrals from concierge travel and entertainment to vehicle brokerage services and home and cottage renovations.