At Scotia Wealth Management, you benefit from our team-based approach through all of life’s changes and opportunities.
What sets us apart is our holistic approach to assessing your wealth and borrowing capacity, meeting your needs on an entirely different level.
We have simplified borrowing with the Total Wealth Credit Solution. This customized lending gives you the ability to pledge just about any combination of wealth assets to access maximum liquidity in the simplest way possible. We offer a sophisticated credit solution to accommodate large purchases or investments that may be impacted by timing differences in cash flow.
Private Banking clients appreciate a high level of personalized, discreet service, convenience and flexibility for your banking needs. Our team consists of myself, my associate Dan Wicki and our back office support. Our clients have full access to all three of us, as well as Renaldo Saikali and his Kanata office team.
Private banking services are provided by The Bank of Nova Scotia.