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From building your financial plan to budgeting for a big purchase, we’ve got you covered.
Looking for a better understanding of your personal finances?
Start here with easy-to-understand guides for every situation. Before you know it, you’ll gain the confidence you need to manage your money. Let’s get started.
Start a financial plan
You’ll learn about:
- What a financial plan is
- Why having a plan is important
- What elements go into making a plan
- How a Scotia advisor can help
Start building a budget
You’ll learn about:
- What a budget is and why it’s important
- Getting started with your own budget
- Prioritizing between managing debt and saving
- Digital tools to help with your finances
Start investing
You’ll learn about:
- The basics of investing
- How investing fits into your financial plan
- Creating the right investment strategy for you
- Terms you should know
Start buying a home
You’ll learn about:
- What is a mortgage
- Deciding to rent or buy
- The up-front and ongoing costs of owning a home
- How to get pre-approved for a mortgage
Start getting out of debt
You’ll learn about:
- Understanding your debt
- Debt restructuring
- Which order to pay off different debts
Start your life in Canada
You’ll learn about:
- How to plan for your move
- How to get settled in Canada
- How banking works in Canada
Let's have a conversation
Our Scotia advisors are here to help you plan your financial future. Talk to us today and get your retirement and financial goals on track.
