Investment Advisory

Learn more about Scotia Wealth Management

Investment Advisory services with a global perspective

We can provide comprehensive and global market strategies to help you manage your wealth today and plan for the next generation. We combine your thinking about what’s important with our thinking about what’s needed to design and implement investment solutions tailored to your goals.

Customized solutions for your
family, business and future

Global solutions for your complex needs and long-term goals

Multi-disciplinary specialists for
multi-jurisdictional clients

We take a disciplined investment approach to help you balance your current financial needs and long-term goals.

Personalized investment strategy

Your investment advisor will work with you to map out a personalized investment strategy, based on a thorough assessment of your individual needs. This personalized strategy will help guide how we manage your portfolio’s optimal asset allocation, investment mix and diversification, all with your financial goals in mind.

Global network of knowledge

Our Investment Advisors work together with Scotia Wealth Management’s Global Portfolio Advisory Group and relevant specialists to complement their professional advice with access to expertise and resources. Through this collaborative approach, our team develops their analysis and strategies from a global, cross-asset portfolio perspective to provide appropriate and actionable recommendations for the opportune investment strategies.

Risk management

We take a holistic view of investment to manage risk while following strict guidelines to monitor and structure your portfolios.

Speak with a Scotia Wealth Management professional today

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Certain conditions apply.

Scotiabank will waive the international ABM Access Fee and Global ATM Alliance members will waive any terminal convenience or usage fees for any withdrawal from ATM machines using your ScotiaCard.

See the Application Disclosure Statement for the Scotia Wealth Management AAdvantage MasterCard Black Card for full details.

® Registered trademark of The Bank of Nova Scotia, used under licence. TM Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth ManagementTM consists of a range of financial services provided by the Scotiabank Group of companies (Scotiabank®) that provide private client services.

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.