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Financial Planning
About Ellis Financial Group - ScotiaMcLeod - Scotia Wealth Management
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life your family, your business, your future one facet at a time. The specialis Go to full description...
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Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life your family, your business, your future one facet at a time.
The specialists at Scotia Wealth Management bring their skills and expertise to the consideration of what ' accumulated and how best to administer it through ' changes.
From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, ' your thinking, combined with our thinking, to create Enriched Thinking.
Services:
Retirement and education planning, Will & estate planning, Business transition planning, Investment Advice, Cash flow management, Discretionary Portfolio Management, Income & asset protection, Family wealth planning, Portfolio advice & execution, Insurance Services
Brands:
Investments from ScotiaMcLeod, Protection from Scotia Wealth Insurance Services Inc., Estate and Trust Planning from Scotiatrust, Financial Planning from Scotia Capital Inc., Banking services from Private Banking, The Bank of Nova Scotia