Investment Advisory

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