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Scotiabank Investment Specialists
How far will my investments take me?
A Scotiabank Investment Specialist* will work with you to build a personalized financial plan for your unique goals, when, where, and how it's convenient for you.
Right for you if:
- You are looking for a complimentary review of your investments
- You want a convenient approach to planning your future
When you have questions, we'll be there with answers.
Scotiabank Investment Specialists are experienced advisors who make planning for your future more convenient by meeting with you on your own terms wherever you prefer. Start getting answers today.
Partner in your future
A Scotiabank Investment Specialist's goal is to be a key partner in your financial future by ensuring that your plan evolves with you, as your priorities and circumstances change in the years ahead.
A Scotiabank Investment Specialist can help bring your unique goals to life with a customized financial plan. They can create a defined path to your investment goals, and build a plan that will provide the security of knowing your needs will be taken care of now and in the future.
Our disciplined financial planning approach allows us to fully understand your unique goals and financial circumstances in a way that’s meaningful to you.
We will develop a carefully considered plan that never loses sight of your long-term goals, yet is flexible enough to shift with your changing circumstances.
With a clear understanding of your goals, time horizon and your tolerance for risk, we will action your plan with a portfolio that is designed for both the journey and your destination.
Together we will revisit your plan and portfolio so that they continue to reflect your needs, track your progress and help you make adjustments as necessary.
Benefit from our expertise
Scotiabank Investment Specialists have the investment expertise and financial planning experience you need to help you feel more confident in your financial future.
Scotiabank Investment Specialists can offer comprehensive advice on:
- Financial planning
- Retirement income planning
- Tax-efficient investing
- Cash flow optimization
- Diversification strategies
- Estate planning
- Business succession
- Education savings planning
Scotiabank Investment Specialists will build customized financial plans that help bring your investment and retirement goals to life. A tailored plan will allow you to savour today while preparing for your needs and the needs of your family in the future.
An "Investment Specialist" is an employee of The Bank of Nova Scotia who is also employed by Scotia Securities Inc. (SSI) as a Mutual Fund Representative. SSI is a corporate entity, separate from, although wholly-owned by The Bank of Nova Scotia. Scotia Securities Inc. is a member of the Canadian Investment Regulatory Organization.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer and their values change frequently. Past performance may not be repeated. There can be no assurances that money market funds will be able to maintain their net asset value per unit at a constant amount or that the full amount of your investment in the fund will be returned to you.