All our clients have access to a full and impartial insurance audit and review. We can assist you in determining the insurance solution that’s right for you, your family and business. The protection of assets and income is often an important financial goal for clients.
Along with strategies for your investments and financial planning, insurance solutions help define your complete financial strategy and provide you with recommendations that encompass your entire financial picture.
Perhaps ways to minimize your mortgage insurance costs or a way to save on taxes. It could be that you would like to discuss the best way to make a charitable donation, or generate the highest possible after-tax retirement income – whatever your stage in life, insurance can help you achieve your financial goals and ensure the security of your future.
Our Scotia Wealth Management specialists can help you through many opportunities:
Estate trust planning from Scotiatrust
We can help build your estate while protecting your loved ones in the event of death or disability.
Wealth strategies & planning
We can help ensure that you maintain the retirement lifestyle you desire, and provide financial security for your heirs.
Business & family wealth advice
Protect both your family and your business, by addressing a host of risk management and estate planning issues.
All insurance products are sold through Scotia Wealth Insurance Services Inc., the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing life insurance products, Scotia Wealth Management advisors are acting as Life Underwriters (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc.