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Scotia Wealth Management
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A WEALTH OF
RECOGNITION

We are proud to have been honoured three times at
Global Finance’s Best Private Bank Awards.

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Wealth management services

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 relationship manager, our Scotia Wealth Management specialists bring their 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®.

Tailored solutions for you

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News and information

Sharing current thoughts, viewpoints and strategies.

2025 Financial planning facts and figures


With 2025 in full swing, now is an excellent time to start planning for the year ahead. We’re sharing this reference guide highlighting common financial planning facts and figures to help you prepare for 2025.

Healthcare costs in Canada: Planning for inflation-adjusted care


When planning for the future, it can be intimidating to think about your health later in life and how it may affect how you save. Your future health can have just as significant an impact on your retirement savings as your other plans.

Parliament prorogation’s impact on the proposed capital gains inclusion rate increase

Starting June 25, 2024, the capital gains inclusion rate (inclusion rate), which is the proportion of a capital gain that is taxable, was proposed to increase to 66.67% from 50%.

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Scotiabank is a member of Canada Deposit Insurance Corporation (CDIC)
®
Registered 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. Private banking services are provided by The Bank of Nova Scotia. Estate and trust services are provided by The Bank of Nova Scotia Trust Company. Portfolio management is provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia Capital Inc. Financial planning services are provided by The Bank of Nova Scotia and ScotiaMcLeod. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and is regulated by the Canadian Investment Regulatory Organization. Scotia Wealth Insurance Services Inc. is the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc.

Scotia Wealth Management® in Cayman Islands consists of a range of financial services provided by Scotiabank & Trust (Cayman) Ltd. International private banking services, international investment advisory services and international wealth structuring solutions are provided by Scotiabank & Trust (Cayman) Ltd., an entity licensed by the Cayman Islands Monetary Authority. ® Registered trademark of The Bank of Nova Scotia, used under licence.

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