Thank you to our generous
partners
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your practice, your future – one facet at a time. Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®
SERVICES OFFERED
- Investment management : Together with your input, your relationship manager will provide investment expertise to develop a customized portfolio that reflects your investment objectives and complements your vision.
- Private banking : Private Banking provides personalized and attentive service to help save you time and effort. Our suite of preferential services are designed to meet your complex banking and borrowing needs.
- Scotiatrust : From developing a meaningful legacy to planning for future incapacity, we offer specialized services tailored to meet your goals and designed to evolve acoss various life stages and financial events.
- Total Wealth Planning : Total Wealth Planning is more than just helping you reach your goals but to do so in collaboration with you while addressing the entirety of your life – your family, your business, your future.
- Healthcare+ Dentist Banking Program: Whether you’re on track to start, expand or transition your practice, incorporating your business, investing, or planning for your retirement, we are committed to providing you with financial advice and tailored banking solutions to meet your personal and practice needs. Our goal is to deliver best-in-class advice and services to help you achieve your financial goals.
Contacts
Jordan Della Vecchia
jordan.dellavecchia@scotiawealth.com
514-222-3818