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A Scotiabank advisor can create a plan to help put your money to work towards your personal financial goals and ambitions.
Scotiabank advisors are available in every branch to help you invest with ease and confidence
Advice you can understand
We’ll leave the financial jargon behind. Using everyday language, your Scotiabank advisor can help you understand investment concepts and gain confidence, one chat at a time.
Your partner for the long term
A financial plan evolves with you. Your Scotiabank advisor can stay connected with you as your plan develops and changes, making sure you’re always on track for your financial goals.
Experience counts
Scotiabank advisors are knowledgeable in financial planning and are here to help you plan your financial future. We’ll work with you to help keep your future in focus.
Connect with an advisor today
Scotia Smart Investor via Advice+
Get investment advice tailored to you. Scotia Smart Investor helps you set, track, and manage your financial goals as your life evolves.
Online appointment booking
A quick, easy, and secure way to connect with a Scotiabank advisor matched to your needs.
By phone
Call one of our Personal Investment Advisors.
Mon-Fri (8:00 a.m. - 8:00 p.m. EST)
Tips on working with your Scotiabank advisor
Here are some useful hints for your first meeting
Ready to invest?
Learn more about investing through our Resource Centre
Mutual fund basics
Brush up on your mutual fund knowledge and learn how mutual funds can help you reach your investment goals.
Investing essentials
Explore time-tested investing strategies and bring timeless investment concepts to life with powerful and thought-provoking resources.
Tools and calculators
Our interactive tools can help with exploring saving strategies, retirement planning, choosing appropriate investments and more.
Looking for more information on starting your investment journey?
Our Getting Started with Investing Guide can help.