Scotiabank Investment Specialists

Don’t look for investment advice, let it come to you.

We're not just Advisors. We're Partners.

It starts with a simple conversation to get to know you better. A Scotiabank Investment Specialist will take the time to get a clear understanding of your financial goals. Then, we will build a plan tailored to you and your future. And when things change in your life, we’ll help you adjust your plan and keep you heading where you want to go.

We can meet you where you want, when you want, to make a plan that works for you.

Scotiabank Investment Specialists have the investment and financial planning experience to offer comprehensive advice on:

Investment Planning
Retirement Planning
Cash flow optimization
Education savings planning

Business succession
Tax-efficient strategies
Estate planning
Diversification strategies

Investment advice today to help reach your goals tomorrow.

Find an Investment Specialist

Let us contact you

To get started planning for your financial future, start with a complimentary financial review from a Scotiabank Investment Specialist.

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A “Scotiabank Investment Specialist” refers to a Scotia Securities Inc. mutual fund representative or, in Quebec, a Group Savings Plan Dealer Representative who is also registered in the category of Financial Planner. Scotia Securities Inc. is a member of the Mutual Fund Dealers Association. Scotiabank includes The Bank of Nova Scotia and its subsidiaries and affiliates, including Scotia Securities Inc.