Total Wealth Management

We offer solutions that are innovative, disciplined and customized to your situation. Our solutions let you address your personal and corporate financial needs by minimizing taxes, enhancing investment income, managing risk and creating a legacy.

“Capital goes where it’s welcome and stays where it’s well treated.” Walter B. Wriston

What to Expect

  • A complete analysis of your financial objectives and an audit of your current insurance coverage.
  • Strategic insurance-based solutions to meet your short- and long-term goals.
  • Illustrations, explanations, competitive analysis and full support during your application/underwriting process.
  • Expertise on solutions for tax, business succession, estate, insurance and philanthropic planning.
  • Assistance with living benefit products such as Critical Illness, Disability Illness and Long-Term Care.


ScotiaMcLeod has a strong global presence that is redefining what Canadians can expect from a personal investment firm. We provide our investors with tailored financial solutions, award-winning global research, recognized financial strength and a global perspective – in short, a world of opportunities to build your personal wealth.