Your financial plan can start with a simple conversation. 

A Scotiabank advisor is someone you can talk to about your today and trust with your tomorrow. We’ll work with you to help keep your future in focus.

Advice you can understand

We’ll leave the finance jargon behind. Using everyday language, your Scotia advisor can help you understand concepts and gain confidence, one conversation at a time. 

Your partner for the long term

A financial plan evolves with you. Your Scotia advisor will stay connected with you as your plan develops and changes, making sure you stay on track for your financial goals.

Experience counts

Scotia advisors are knowledgeable in financial planning and are here to help you plan your financial future. With a simple conversation, we’ll get you on track to accomplish your financial goals, big and small. 

What a Scotia advisor can help you with:

  • Financial planning for you and your family
  • Savings and investments
  • Managing debt
  • Business advice
  • Creditor insurance
  • Buying a home
  • Budgeting for you and your family
  • Day-to-day banking
  • Estate planning
  • Planning for retirement
  • Tax-efficient savings
  • Investment portfolio review

Let’s have a conversation

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Online appointment booking

A quick, easy, and secure way to connect with a Scotiabank advisor matched to your needs.

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