Success never happens by accident.
You didn’t get where you are today without planning. With Scotia Wealth Management™, financial planning will play a pivotal role helping to ensure your continued success. That means starting with a rigorous examination of your unique situation: your assets, your concerns, and your short-, medium- and long-term goals.
You, your relationship manager and a team of Scotia Wealth Management specialists will work together to define your goals, and identify gaps in current plans that may need attention and new opportunities that can be realized. Making your retirement income more tax efficient, for example, or using strategic borrowing to execute an investment strategy. Then, together, we will develop a tailored financial plan with a view to preserving your hard-earned wealth and creating strategies to embrace new opportunities for future success – as you define it.
That’s Enriched Thinking®. It’s all about listening and understanding the life you envision, then offering advice and guidance that will help make it happen. It’s about us working together to give you confidence, and a feeling of excitement, about what’s next.
A selection of some the best thinking from around the world for your life, your business and your future. Updated regularly.
Married men and women need to work together to arrive at a happy medium as it relates to investment risk.
Can money buy happiness? A new study reveals that wealth gave people satisfaction and independence, but it also gave them a greater sense of responsibility.
The home of the Toronto Maple Leafs and Toronto Raptors has officially been renamed Scotiabank Arena, as Canada Day marks the start of the Bank of Nova Scotia’s 20-year venture to burnish its brand and attract new customers.
How Jeff Bezos and Amazon use memos to make meetings more productive and how companies can adopt the same practice to achieve similar results.
Money doesn’t have to be a mystery, a taboo topic, or a source of conflict. It’s up to you and your partner(s) to forge a positive pathway in a loving and supportive way.
Financial Planning is provided by The Bank of Nova Scotia, 1832 Asset Management L.P and ScotiaMcLeod®, a division of Scotia Capital Inc.
Daniel is a senior vice president with one of Canada’s largest mining companies. His wife, Denise, runs her own interior design consulting company.
David recently retired from his position as senior partner at the largest law firm in Montreal.
Elizabeth is a medical professional and her husband is retired, having sold his software business to a multinational corporation recently.
Over a period of 40 years, James and his wife Debbie built a business empire. He is looking to retire, transferring ownership of the business to a son.
Lisa and her husband Dan run a successful retail clothing business, with a chain of seven stores across Canada.
Richard works for one of the world’s leading luxury-automobile manufacturers and commutes often between offices in Canada and Mexico.