Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges. Drawing from tremendous depth of products and services, we work with our clients to develop and implement a personalized wealth management strategy designed to help them achieve their financial and life goals.
We review, on a regular basis, the progress our clients are making towards their objectives and make adjustments as required. At ScotiaMcLeod, we have access to a team of experts to provide specialized investment management, financial planning, tax planning, estate and private banking services to further enhance our total wealth management offering.
A disciplined investment philosophy is a fundamental component of our commitment to you. Our portfolio construction is focused on establishing the optimal asset allocation, investment selection and diversification to provide the best return possible for your appropriate level of risk. We provide a documented investment strategy that is based on a thorough assessment of your individual needs and guides portfolio monitoring and recommendations.
Building a Financial Plan
Developing a financial plan is the first key step in organizing your finances and making sure you are on the right track to meeting your investment and lifestyle objectives. Once this is developed, you will have a better understanding of your estate planning and insurance needs.
Estate and Trust Services
Our estate and trust professionals have 125 years of expertise behind them to develop an estate plan that meets your needs and protects your family’s wealth. For clients who are committed to creating a meaningful philanthropic legacy, we have the means and knowledge to guide you in making a lasting contribution. We are the largest provider of expert philanthropic services to private foundations with endowments exceeding $1 billion and more than 400 foundations.
Our insurance team compliments the wealth management process by delivering valuable, innovative, insurance-based solutions that are integral to helping you build and preserve your investment income, managing risk, or creating a legacy.
You can reduce the time you spend managing your finances with the help of your dedicated Private Banker who will provide comprehensive, preferential banking services on a highly individualized basis. You and your family will have a dedicated Private Banker who will manage all your banking needs proactively, discreetly and accurately.