Blando Group Scotia Wealth Management

Scotiabank Professional Plan for Pharmacists Whether you’re on track to start, grow, finance or transition your pharmacy, incorporating your business, investing, or planning for your retirement, our dedicated Healthcare Specialists are committed to providing you with financial advice and tailored banking solutions to meet your personal and business needs. A Healthcare Specialist with a deep...[more]

Business and Family Advisory Services: A fully integrated approach The family business system The overlap of family, business management and ownership is what makes family enterprises unique. Our approach takes into consideration the relationship between your family and your business. We understand how important the family component is in the overall success of the family business. This underst...[more]

Managing Risk with InsuranceAs part of a financial plan, insurance is typically thought of as a solution employed to protect against the risk of future financial loss. While this is a very important application of insurance, additional innovative solutions are being used to safeguard the value of investors' assets in a tax-efficient manner and to ensure that one has enough to cover healthcare exoe...[more]

Investment philosophy Our opinions are principled, unbiased and underpinned by goals-based investing, benefits of diversification, and evaluating returns in the context of risk. Our investment process incorporates a set of qualitative and criteria-based procedures that govern our asset class, geographic weighting, individual security, and pooled investment recommendations. Market volatility can...[more]

TaxationWith a Total Wealth Plan, you’ll be equipped with tangible strategies to discuss with your tax advisor that may help reduce or defer the amount of tax you must pay. In turn, this can significantly increase the level of your assets and contribute to your overall wealth. Proper financial planning will facilitate tax efficiency by providing you with a range of options that may generate ...[more]

An innovative, exclusive, holistic investment program. The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates. The breadth and scale of our partners enable us t...[more]