About
Scotia Wealth Management offers a team-based approach to comprehensive wealth management, addressing family, business, and future financial needs through Total Wealth Planning, investment management, insurance solutions, estate and trust services, and private banking. The firm emphasizes personalized financial planning, risk management, and tax-efficient strategies, with specialists like Ryan and Jason Dawes providing expertise in financial planning and investment management, respectively. Services are delivered by ScotiaMcLeod, a division of Scotia Capital Inc., and Scotiatrust, The Bank of Nova Scotia Trust Company, ensuring a holistic approach to wealth preservation and transfer across generations.
Products & services in Kelowna
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