Investments

• Systematic and proven advisory process that helps keep your finances on track
• Personalized solutions that deliver proactive objective advice
• Disciplined investment philosophy

Partnership Plus

• A premium program providing you with expert advice, respected market research and the flexibility of a single fee for your transactions

Managed Accounts

• ScotiaMcLeod Managed Portfolio Program Account, where we make investment decisions on a discretionary basis. This is appropriate for clients who want to delegate the decision making process to us.

Retirement planning

• In our practice we understand that wealth transcends money and represents the things in life that we would like to accomplish. We work with our clients to help them create a clear retirement vision. We then combine our expertise with that of our team of experts and create a financial strategy that will prepare them for their future.

Tax Strategies

• You worked hard to earn your money and in turn, you want to see as much of it as possible work for you
• We take a careful look at your overall circumstances and the tax implications of your investments

Will and Estate Services

• Scotiatrust and its predecessor companies have been providing professional assistance and technical expertise to clients for more than 125 years. We have a deep understanding of, and sensitivity to, the personal issues surrounding matters relating to your estate and your beneficiaries.
• Our service offering includes will and estate planning and administration including establishing charitable foundations and charitable trusts and estate and trust agency services.              

Private Banking

• We aim to deliver a high level of service in a proactive and timely manner. This is achieved by ensuring a complete understanding of clients’ unique banking requirements.
• By devoting the expert resources required to deliver a high level of service, we are able to assist clients in meeting their financial goals.

Insurance

• We evaluate your needs and identify any gaps in protection coverage.
• We perform a complete analysis of your objectives and audit your current coverage to develop strategic insurance-based solutions to meet your short-term and long-term goals, and demonstrate how these solutions can enhance your overall financial strategy.
• With a complete understanding of the available products in the marketplace and access to the most technically advanced expertise within the insurance industry, we can provide illustrations, explanations, and any other information required to ensure your complete satisfaction with solutions and service throughout the entire process.

Philanthropic services

• As the largest provider of services to private foundations in Canada  through Scotiatrust, we can help you maintain a meaningful legacy.
• We can help to provide services in all facets of legacy planning, establishing a private foundation, administration from our unique Instant office, managing foundation assets and consultation on granting and gift planning.