Insights
INFOGRAPHIC | Health and wellbeing
— Scotia Wealth Management
The pursuit of health and wellness is a fundamental human goal. Today, with advances in medical science and technology, we have a far better understanding of the complexities of human health and the knowledge to intervene in ways that can help people live longer, healthier lives.
Our specialists are here to help shape the future you imagine and can work with you to ensure that your savings will support your immediate needs, goals…
The importance of preparing for diminished capacity
Scotiatrust®, The Bank of Nova Scotia Trust Company
Increasingly, we are seeing clients whose capacity has become a concern, which becomes apparent when they may no longer be able to understand their finances or give proper instructions. Only then do we learn of their incapacity and that their estate plan is non-existent or does not meet their current needs.
Planning ahead helps Unfortunately, engaging in estate or incapacity planning with individuals with diminished capacity is complicated. For example, they may require or benefit from a more…
2024 Federal Budget summary
— Wealth Management Taxation, Scotia Capital Inc.
On April 16, 2024, in Ottawa, Canada’s Deputy Prime Minister and Minister of Finance, Chrystia Freeland, delivered the 2024 Federal Budget (2024 Budget), titled “Fairness For Every Generation.”
The federal government has focused this year’s budget on three overarching pillars: building more affordable homes, making life cost less and growing the economy in a way…
All insights
- Federal Budget
- INFOGRAPHIC | Health and wellbeing
- The importance of preparing for diminished capacity
- 2024 Federal Budget summary
- Advice makes a difference
- How a payout annuity can help meet your retirement income needs
- River cruising – set sail on a journey of discovery
- Money Insights: Breaking down TFSA, RRSPs and FHSAs
- Perspectives podcast: The secret to saving for retirement (and why it’s cha…
- Protect your finances with a Trusted Contact Person
- Seven steps to improve your financial health now
- The value of insurance when it comes to your health
Market Commentary
- Wealth Insights—Winter 2024
- Market timing is risky. Stick to core investing principles to mitigate unce…
- Grand Insights
- A wide range of possible economic outcomes warrants staying the course
- Wealth Insights—Summer 2023
- In the current market environment, staying invested remains as crucial as e…
- Grand Insights
- Wealth Insights—Spring 2023
- Debt swap — rendering non-deductible interest tax deductible
- Grand Insights
- Grand Insights
- Thoughts on recent market volatility
Grand Insights
Videos
Retirement
- Five common mistakes to avoid with your RRSP
- Maximizing your RRSP contributions
- Why aging at home is unlikely for many — and how to change that
- Don’t forget about RESPs in your estate plan
- Emigrating from Canada – tax planning considerations when you are on the mo…
- RESP withdrawal checklist
- Support your grandchild’s education
- RESPs and other ways to save for education
- Strategies to maximize education savings
- Management Buy-Ins help owners exit with ease, and boost business value
- Help your child build a student housing budget
- 6 tips before withdrawing from your RESP