Our knowledge and expertise, and our commitment to our partnership with you allow us to build sound personalized international investment solutions. Our goal is to deliver objective advice and long-term returns for your portfolio that minimizes your exposure to risk.
Our team of Investment Advisors can fully support the development of your portfolio by providing you with leading international products and services, including timely market strategies and portfolio reviews. You will benefit from the integrated team of experts and our partners across Scotiabank.
Our Investment Advisors are highly trained individuals who can review your existing financial portfolio to identify gaps and opportunities. They specialize in individual countries, regions and languages to fully understand local requirements.
Proven Advisory Process
It is best to start with a full understanding of your financial situation. Working through our Advisory Process we review and analyze your needs and goals and create a personalized investment portfolio based on those goals, your time horizon, risk tolerance, and any income requirements you may have. We also focus on aspects of international portfolio construction that may affect your finances, such as currency fluctuations, asset allocation, geographic diversification, and political stability.
World Class Investment Strategies and Analysis
Supporting our Investment Advisors is a Global Investment Strategy Team, providing them with industry-leading investment strategies, insights and analysis on global markets.
We bring together award-winning investment strategists from several markets who work collaboratively, taking a global cross-asset portfolio approach to their analysis and strategies encompassing equities, fixed income, corporate credit, commodities, infrastructure and property and currencies, encompassing emerging and developed markets across North America, Latin America, Europe and Asia.
The recommended strategies are based on the group’s cutting-edge in-house proprietary analysis and the objective evaluation of multiple thought leaders and sources worldwide, including third party providers as well as leveraging off of key select Bank partners.
Analysis and Commentary
The team produces a number of publications intended for our investors. Reports include the daily Global Markets Today, weekly Global Strategy Dashboard, monthly Portfolio Compass, as well as special reports on major global trends or themes. All reports are available to clients upon request through their Investment Advisor.
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