Clarify your current investment goals.
Determine your investor profile and find the right investment mix for you
Once you determine your investor profile and preferred investment mix, a Scotia Investments advisor will contact you to learn more about how our team of financial experts can help you clarify your goals. By providing you with confidential support and advice to identify your short-term and long-term personal goals, our team of financial experts can formulate a personalised action plan to help you realise your dreams.
Determine your risk tolerance
To determine your investor profile and find the right investment mix for you, simply complete our Profiler worksheet.
Speak to an advisor