Our valued services

Our valued services

The value you see – and the value you may not.

At ScotiaMcLeod,® we’re dedicated to helping you reach your financial goals. Your advisor and the Scotia Wealth Management team of specialists can help you develop personalized strategies to carefully manage your wealth:

  • Comprehensive financial planning
  • Saving for education of client spouse, children, grandchildren
  • Cash flow management
  • Understanding your short, medium, and long term goals

From Scotia Capital Inc.

  • Time horizon to retirement
  • Income sources
  • Pension(s)
  • Lifestyle goals at retirement
  • Exiting and transitioning businesses

From Scotia Capital Inc.

  • Managing investments
  • Diversification and portfolio balancing
  • Risk tolerance
  • Asset allocation
  • Market research
  • Required rate of return to meet financial goals
  • Ongoing investment program (PAC)

From ScotiaMcLeod,® a division of Scotia Capital Inc.

  • Managing risk
  • Recommending tax efficient strategies
  • Enhancing income
  • Caring for the health of you and your family
  • Insurance for investment purposes

From Scotia Wealth Insurance Services Inc.

  • Will and estate planning
  • Philanthropic advisory
  • Trust management
  • Leaving a legacy
  • Beneficiaries

While being an Executor is considered an honour, you’re also entrusted to deal with many complex and time-consuming responsibilities. We have the expertise to help you fulfill them through our partners in Scotiatrust. Watch this video to learn more.

From Scotiatrust,® The Bank of Nova Scotia Trust Company

  • High level of attention and service
  • Strategic and opportunistic use of credit

From Private Banking, The Bank of Nova Scotia

  • Small business planning
  • Business succession planning
  • Family wealth planning

From Scotia Capital Inc.

In addition to the above services, we also provide a number of value-added solutions that support the maintenance and growth of your investment portfolio.