SCOTIA WEALTH MANAGEMENT
325 Devonshire Rd, Suite 300, Windsor ON, N8Y 2L3
519-560-4050
Branch Administrator
Maegan Stephens
maegan.stephens@scotiawealth.com
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
The specialists at Scotia Wealth Management bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.
From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.
Total Wealth Planning – feel confident for your future.
Total Wealth Planning is more than a basic financial plan, it acts as a roadmap that changes with your life and your goals. The planning process consists of an ongoing conversation that will help you feel confident for your future and excitement for what’s next.
Learn more about Scotia Wealth Management’s Total Wealth Planning process and how it can benefit you.