What we do

What we do

We believe—emphatically—that every client is unique.

We work—carefully, systematically, and exhaustively—to understand your precise personal and professional financial objectives and expectations.

Our clients expect accessible personal contact. They expect transactional commissions and fees to be completely transparent. They expect regular performance reports, timely statements, and portfolio rebalancing recommendations when necessary and appropriate.

Our wealth management process embraces and includes—but is not limited to—the following range of integrated services:

  • Wealth protection, tax and insurance management
    Insurance services are provided by Scotia Wealth Insurance Services Inc. 
  • Will, estate and trust planning
    Estate and trust services are provided by The Bank of Nova Scotia Trust Company.
  • Financial planning
  • Portfolio management
    Portfolio management and family office services are provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc.
  • Investment, wealth and retirement planning
  • Charitable giving advisory services
    Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

Integrated seamlessly into a single, focused strategy, these individual elements constitute the building blocks of what we call Total Wealth Management.