The Right Knowledge from the Right Partner

First we take the time to get to know you. We work with you, using our proven Advisory Process, to understand your personal long-term goals and tailor the best financial solutions for you.

This process guides the creation and implementation of your complete financial strategy and it drives our commitment to you.

Our Approach

Our multidisciplinary team of global specialists conduct in-depth research in both local and global financial markets to provide you with a balanced strategy of sophisticated financial solutions to address your banking, borrowing, investing and wealth protection needs. Rigorous adherence to a disciplined philosophy is a crucial component of our commitment to you.

Scotia Private Client Group meets your specialized needs by drawing on the continued involvement of a team of experts from across Scotiabank, as well as other professionals integral to your financial strategy, such as your lawyer, accountant and/or tax advisor. We draw on the local and global expertise of our partners within Scotiabank and our affiliates to capitalize on the power of a total financial solution, maximizing opportunities while managing potential challenges.

Relationship Management

You expect a higher level of expertise, advocacy and comprehensive solutions that take into account all aspects of your financial situation during each and every phase of your life. Scotia Private Client Group’s experienced team of experts provide their unique knowledge and expertise to support your needs in private banking, investment management and wealth structuring.

Your relationship is led by a dedicated Relationship Manager, supported by our core Team of Experts:

  • Private Bankers to look after all your banking needs, from day-to-day banking1 to customized lending solutions
  • Investment Advisors to help you meet your short-term and long-term investment objectives, including Discretionary Asset Management options
  • International Wealth Structurers to help you with your asset holding and estate planning needs.

Through all your life stages, we listen carefully to you and help you to achieve your financial goals. You benefit from our comprehensive needs assessment approach, customized financial solutions and the group-wide expertise of Canada’s most international bank.

1 FDIC Insurance does not apply to Scotia Private Client Group international accounts