Rest easy with Scotia Portfolio Solutions
From long-term growth to regular monthly income, there’s a Portfolio Solution designed to help you achieve your goals with confidence.
Special Offer
Earn up to $350 in value
Open an eligible RRSP & TFSA in a few steps and earn up to $350 in value.‡
Investing can be complicated, but it doesn't have to be
With just one investment decision, mutual fund portfolio solutions can help take the complexity out of investing, so you don’t have to make the difficult and time-consuming decisions required to be a successful investor. Our long and successful track record of designing and managing asset allocation solutions has helped investors like you achieve their most important goals with confidence.
Title
Description
Your goals, our experience
Each portfolio solution offers a diversified mix of mutual funds that is carefully selected, thoughtfully combined and continuously managed by experienced multi-asset management investment professionals. Whether you’re saving for retirement, a child’s education or the next chapter or your life, there’s a portfolio designed to help you achieve your goals.
Why portfolio solutions?
Diversification across various asset classes, geographies, industries, company sizes and investment approaches to increase long-term capital appreciation while carefully managing risk.
Actively managed and continually refined to capitalize on evolving investment opportunities as market and economic conditions change.
Regularly monitored and rebalanced to help keep you on track and position you for long-term success.
Multi-level diversification
Asset Class
Strategic mix of different asset classes to balance risk and reward.
Geography
Investments from around the globe to capitalize on opportunities beyond Canada.
Sector
Diversified exposure across various economic industries and sectors.
Company Size
Exposure to a range of company sizes, both large and small.
Investment Approach
Distinct investment strategies ranging from income generation to capital appreciation.
Portfolio Management
Specialized investment experience from a wide range of tenured portfolio managers.
There’s a portfolio solution for you
Scotia Aria® Portfolios
A customizable retirement program designed to help you build, defend and draw an income from your retirement savings.
Scotia Selected® Portfolios
A diversified mix of ScotiaFunds and Dynamic Funds in convenient all-in-one portfolios.
Scotia INNOVA Portfolios®
One-stop portfolios that blend traditional and non-traditional asset classes to achieve long-term growth with less market sensitivity.
Scotia Partners Portfolios®
Diversified mutual fund portfolios that offer a world of opportunities in a single investment.
DynamicEdge Portfolios®
A combination of actively managed Dynamic Funds in convenient all-in-one portfolios.
‡
The Scotiabank Investment Plan Welcome Offer (the “Offer”) is available between November 10, 2022 and January 31, 2023 (the “Offer Period”) to individuals who open an eligible Scotia Registered Account during the Offer Period (each an “Eligible Investment Plan”) and complete certain qualifying activities.
For the purposes of this Offer, the following Scotia Registered Accounts are eligible for the Offer: Scotia Registered Retirement Savings Plan (RRSPs, excluding Locked-In Plans such as LIRAs and LRSPs) or Scotia Tax-Free Savings Account (TFSAs). Scotia RRIFs, RESPs, RDSPs, and non-registered Scotia Investment Accounts are not eligible for the Offer. In order to qualify for either a Cash Bonus or Points Bonus (both defined below) , the individual cannot have held the same type of Eligible Investment Plan with either The Bank of Nova Scotia or Scotia Securities Inc. (together, “Scotiabank”) in the 6 months preceding the Offer Period.
To qualify for a cash bonus (the “Cash Bonus”):
1. Open one or more new Eligible Investment Plan(s) during the Offer Period;
2. March 1, 2023, contribute or transfer-in a Minimum Qualifying Investment Amount (as defined below) into your new Eligible Investment Plan(s) and maintain that Minimum Qualifying Investment Amount until May 31, 2023 to qualify for either a $150 Cash Bonus or a $300 Cash Bonus:
| Minimum Qualifying Investment Amount* | Eligible Plan(s) | Qualifying Cash Bonus |
|---|---|---|
| $3,000 combined across any of your new Eligible Investment Plan(s) | Either an Eligible RRSP or Eligible TFSA | $150 |
| $3,000 into both a new Eligible RRSP and TFSA (for a total minimum of $6000 combined) | Both an Eligible RRSP and Eligible TFSA | $300 |
* For purposes of calculating the Minimum Qualifying Investment Amount, the book value of the contributions and/or transfers-in will be used to determine eligibility.
3. By March 1, 2023, set up a recurring pre-authorized contribution (PAC) from any Scotiabank personal bank account of at least $50 total per month in any of your Eligible Investment Plan(s), which must have recurred for a minimum of 3 consecutive months by May 31, 2023.
To qualify for an additional 5000 Scene+™ Points bonus (the “Points Bonus”):
4. Complete steps 1 – 3 above for the Cash Bonus and by or on May 31, 2023, hold a Scotiabank debit or credit card that earns Scene+ Rewards (click here for eligible products) and is in good standing.
For full terms and conditions, see Winter Investments Campaign Offer Terms and Conditions