Our Services*

Worthwhile goals take time and planning to reach. To bring our client's long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs.

On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.

My Services

Investment Planning

We are backed by a team of specialists within ScotiaMcLeod, as well as from ScotiaTrust and Scotia Wealth Management. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy that addresses all of their needs and goals.

Personal and Private Banking Services

Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee—you can choose.

Retirement Planning

Registered retirement products, including RRSPs, RRIFs and annuities. Also, read about our process and strategies to help you secure your financial future.

Estate Planning

Detailing everything that you need to know about developing an overall plan to guide all your estate planning decisions.

Insurance Planning

Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture.

Tax Planning

It is important to consult with a professional tax advisor for tax planning guidance. We work with your tax advisor to develop tax-effective investment strategies that suit your individual situation.

Education Planning

Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.


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*Services provided by partners within Scotiabank. For details please see disclaimer.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.