Resources
Here you will find a number of articles from our thought leaders, as well as important information on our accounts and services for your reference.
We have included a number of popular resources provided by Scotia Wealth Management. For more information, including forms, our team of professionals is available by phone or email to assist.
Enriched Thinking®
2024 Federal Budget
Learn how it could impact your financial planning.
Five questions to consider about estate planning
A few questions to consider when creating an estate plan that best meets your needs.
Protecting your wealth with Insurance
Let’s examine some ways Insurance can help protect your wealth.
Total Wealth Planning
What is Total Wealth Planning?
Taxes
Tax slips checklist
Determine if you have all your tax slips before filing your 2023 taxes.
Important tax dates for 2024
Start planning around important tax dates.
Documents
How to protect yourself from financial fraud
Keep your accounts and financial information secure.
Statement of Policies
Our policies for identifying and minimizing conflicts of interest.
Scotia Wealth Management
How our team-based approach addresses the entirety of your life.