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A Better Life. A Brighter Legacy.

Wealth advice is too important to buy off a shelf. We are all different, and we all deserve advice that is relevant to our situation, aspirations and values. Something so important should be personal to you, and a personal strategy requires a deeper understanding.

A unique discovery process anchored in a deep understanding of you.

We utilize a distinct Discovery Process to get to the heart of what matters—the hopes, dreams and goals of you and your family—to shape and build your Total Wealth Plan and help achieve your personal vision of success. Once your strategy has taken shape, we will engage our Scotia Wealth Management team of specialists to put your plan into action and monitor its success.

Whether you’re building your business, shifting into retirement, or planning your legacy, we’ll work with you throughout your journey.

We will provide insightful counsel, disciplined planning and effective risk management to help you make more informed, confident decisions that can help you keep your ideal future in focus.

We look forward to working with you and your family toward building a better life and a brighter legacy.

Latest news

Ensuring Stability in Your Senior Years: How Longevity Risk Can Impact Your Financial Planning

Advances in healthcare and improvements to quality of life have led to increases in Canadians’ average life expectancy.

April 3, 2024

Advances in healthcare and improvements to quality of life have led to increases in Canadians’ average life expectancy.

Read more

View all latest news Resources

Meet our team

We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.

Photo of Brad Jackman

Brad Jackman,
BA, FCSI®, CIM®

Senior Wealth Advisor

Photo of Rajan Dhot

Rajan Dhot,
BBA

Investment Associate

View all team members

Our Services

Our objective is to deliver services appropriate to your specific circumstances.

While we have a broad range of services available, we deploy only the ones you need. Not every client needs the same thing. We understand and respect that.

At the core of our practice is a belief in educating clients on our market decisions and portfolio recommendations, so they can confidently speak to the rationale behind their decision to entrust our team as stewards of their wealth. We welcome the opportunity to integrate this approach with the other professionals you rely on to develop an integrated and comprehensive plan that runs on autopilot, so you can spend your valuable time growing your business, enjoying a vacation with family, or pursuing personal lifestyle goals.

We help you with:

Investment strategies

Framed around your personal goals and inspired by our expertise, these three rules guide our investment process:

  1. Manage risk
  2. Maximize tax-efficiency
  3. Maximize returns, minimize downside exposure

 

 

Our estate and trust consultants have the expertise to develop an estate plan that protects your family’s wealth through both planned and unexpected transitions over the long-term. For clients who are committed to creating meaningful philanthropic legacies, we have the means and knowledge to guide you in making a lasting contribution. With over 125 years of experience, ScotiaMcLeod is the largest provider of expert philanthropic services to private foundations, with endowments exceeding $1 billion across more than 400 foundations.

Download Our Estate Planning Checklist

Our Discovery process includes valuable insurance-based solutions that are integral to helping you build a strong portfolio, minimize estate tax liabilities, and protect your wealth. Insurance planning provides security for your investment income while managing risk through a diversified portfolio that focuses on long-term goals.

Private Banking allows you to reduce the time you spend on managing your accounts so you can enjoy the rewards of a robust portfolio of assets. Our Private Banking service provides you with comprehensive, preferential banking services that are tailored to your goals. With this service, you and your family have a dedicated Private Banker who will help manage all your banking needs discreetly and accurately.

Our Total Wealth Credit Solution allows you to capitalize on investment opportunities in securities, real estate, insurance or other investments. An innovative and flexible borrowing platform, it takes many of your wealth holdings into consideration so you can unlock value in your assets, while avoiding unnecessary trade-offs.

You may never make a more difficult and bittersweet decision than when the time comes to transition out of your business. Do you sell it? If so, to whom? Do you transfer ownership to outsiders, your employees, or a family member? There is no one-size-fits-all solution, however, we will work to carefully prepare a customized solution that takes into account the preservation of your personal and family wealth while also promoting family harmony. The sooner you begin the conversation with our team of experts, the better equipped you will be to plan the way forward in a thoughtful and intentional manner.

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