Description: Wealth management that evolves as your needs, priorities and circumstances change over time. We’re redefining private wealth management.
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604.535.4751 Scotia OnLine
Wealth advice is too important to buy off a shelf. We are all different, and we all deserve advice that is relevant to our situation, aspirations and values. Something so important should be personal to you, and a personal strategy requires a deeper understanding.
We utilize a distinct Discovery Process to get to the heart of what matters—the hopes, dreams and goals of you and your family—to shape and build your Total Wealth Plan and help achieve your personal vision of success. Once your strategy has taken shape, we will engage our Scotia Wealth Management team of specialists to put your plan into action and monitor its success.