About us
Welcome to Scotia Wealth Management
Scotia Wealth Management offers 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. We call this Total Wealth.
Together with your Wealth Manager, our Scotia Wealth Management specialists bring their local and global skills and expertise to the consideration of what you’ve accumulated—and how best to administer it as your needs evolve. 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®.
What is most important to you
TOTAL WEALTH
Career and work
Family and relationships
Health and well-being
Lifestyle and hobbies
Legacy and philantrophy
Wealth Manager
Investment Advisor
Credit Advisor
Trust Specialists
Global Specialists
Enhancement,
protection,
structuring and
transfer of wealth
Our team of specialists offers insights and new possibilities. They are always ready to adjust your plan as your life changes, so you can feel confident in your way forward.
We are proud to be recognized for the following awards:
Best Private Bank in Bahamas
Best Private Bank in the Caribbean
Best Private Bank in Peru
Best Private Bank for Business Owners
About Scotiabank®
Scotiabank is a Canadian-based premier global financial institution and one of Canada’s largest banks with a strong presence across the Americas. Our vision is to be our clients’ most trusted financial partner, to deliver sustainable, profitable growth and maximize total shareholder return.
Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success 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.
Scotiabank has operated in Canada since 1832, in the U.S. and the Caribbean since the 1880s and in Latin America and Asia since the 1960s. It trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS).
For more information, please visit www.scotiabank.com and follow us on X @Scotiabank.
Speak with a Scotia Wealth Management professional today
The information contained herein is for information purposes only and is not guaranteed by The Bank of Nova Scotia or any of its subsidiaries. Always consult your professional advisors with respect to your particular circumstances. Nothing herein is intended to constitute an offer of solicitation to transact business for either products or services in any jurisdiction where such an offer or solicitation would be unlawful. Products and services described herein are only available in jurisdictions where they can be lawfully provided.
The list of services described in this brochure is a general description of services that may be available to you through your local Scotia Wealth Management office, or by a Scotiabank partner to which you may be referred. In certain jurisdictions, certain services may not be offered based on availability and/or restrictions under applicable local laws. Accordingly, speak with your Relationship Manager to understand those services that are available and permitted to be offered to you.
Important information concerning the investment goals, risks, charges and expenses of investing in mutual funds is contained in the relevant prospectus. Investors should carefully consider these before investing. Copies are available from the financial institution where you are buying the fund and should be read before investing. Commissions, management fees and expenses all may be associated with investing in mutual funds. Mutual funds are not guaranteed or covered by your local deposit insurance corporation, other government deposit insurer, The Bank of Nova Scotia, or its subsidiaries/affiliates, their values change frequently, and you may not get back the original amount you invested. The foregoing is for informational purposes only and is subject to change without notice. Always consult your professional tax and legal advisors with respect to your particular circumstances. Nothing herein is intended to constitute an offer or solicitation to transact business for products or services in any jurisdiction where such an offer or solicitation would be unlawful. This does not constitute an invitation to purchase or sell shares of the Funds.
All offers herein are subject to availability and restrictions may apply. This offer is effective as of January 2019 and is subject to change. The Bank of Nova Scotia may amend, change or withdraw the Private Banking package (including changing what the service offers) at any time.