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Personal Financial Advice
As your key ScotiaMcLeod contact, my job is not just to offer investment advice and a road map to retirement—although both of those services are important. I am also your coach and guide, anticipating your additional financial needs and putting you in touch with any other experts you may want to consult. I can offer you all of the expert services and supports provided by the Scotia Group of Companies, and refer you to tax and legal experts outside of ScotiaMcLeod as well. As my client, you have access to some or all of the services listed below, depending on your needs.
Retirement Planning
- Comprehensive advice on setting goals and designing a plan to ensure you meet them, as well as guidance on the transition to retirement.
Estate and Will Planning
- This is a necessary part of any comprehensive financial plan—and we can help ensure your money ends up where you want it to be.
Tax Planning
- Help with understanding and applying available strategies to reduce the taxes you pay. (Not provided through ScotiaMcLeod)
Education Planning
- Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.
Insurance – Personal and Estate Protection
- Advice from our experts on how best to ensure that you and your loved ones are adequately protected.
Portfolio Management
- Expert advice on maximizing your portfolio’s potential performance in keeping with your goals, risk tolerance and time frame.
Personal and Private Banking Services
- Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee—you can choose.
Online Account Access
- The convenience of tracking your progress and transactions online, any time.
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