Wealth Structuring and Legacy Planning
The preservation of wealth demands as much effort as does its accumulation
Our team of wealth management specialists have been providing security and peace of mind to families with our Wealth Structuring and legacy planning services. Through your Wealth and succession planning team, we make these specialized services available to you and carefully tailor them to address your priorities, ensuring that your wealth is transferred to your loved ones and that your cherished causes are honoured according to your wishes.
Solutions centred on your priorities
Wealth transfer and preservation
Creation of effective structures to protect your assets and preserve your wealth.
Trust management and estate administration
Management and administration of your bespoke trust to preserve wealth across generations.
Fiduciary and philanthropic advisory
Advice on charitable objectives, executed professionally and safely.
Global custody and reporting
Professional custody services and reporting for assets held with Scotia and elsewhere.
Speak with a Scotia Wealth Management professional today
The information contained herein is for information purposes only and is not guaranteed by The Bank of Nova Scotia or any of its subsidiaries. Always consult your professional advisors with respect to your particular circumstances. Nothing herein is intended to constitute an offer of solicitation to transact business for either products or services in any jurisdiction where such an offer or solicitation would be unlawful. Products and services described herein are only available in jurisdictions where they can be lawfully provided.
The list of services described in this brochure is a general description of services that may be available to you through your local Scotia Wealth Management office, or by a Scotiabank partner to which you may be referred. In certain jurisdictions, certain services may not be offered based on availability and/or restrictions under applicable local laws. Accordingly, speak with your Relationship Manager to understand those services that are available and permitted to be offered to you.
Important information concerning the investment goals, risks, charges and expenses of investing in mutual funds is contained in the relevant prospectus. Investors should carefully consider these before investing. Copies are available from the financial institution where you are buying the fund and should be read before investing. Commissions, management fees and expenses all may be associated with investing in mutual funds. Mutual funds are not guaranteed or covered by your local deposit insurance corporation, other government deposit insurer, The Bank of Nova Scotia, or its subsidiaries/affiliates, their values change frequently, and you may not get back the original amount you invested. The foregoing is for informational purposes only and is subject to change without notice. Always consult your professional tax and legal advisors with respect to your particular circumstances. Nothing herein is intended to constitute an offer or solicitation to transact business for products or services in any jurisdiction where such an offer or solicitation would be unlawful. This does not constitute an invitation to purchase or sell shares of the Funds.
All offers herein are subject to availability and restrictions may apply. This offer is effective as of January 2019 and is subject to change. The Bank of Nova Scotia may amend, change or withdraw the Private Banking package (including changing what the service offers) at any time.