The Bank of Nova Scotia (carrying on business as Scotiabank, Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management) 40 King St. W., 52nd Floor Toronto, Ontario M5H 1H1 www.scotiabank.com www.scotiawealthmanagement.com. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . For more information, including forms, our team of professionals is available by phone or email to assist. SC267795. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Estate and trust services are provided by The Bank of Nova Scotia Trust Company. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Scotia Wealth Management Contact us We are committed to exceptional client service. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Learn more Market reports Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person. The Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth . We have included a number of popular resources provided by Scotia Wealth Management. 1-877-908-8866. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Scotiabank Mobile Banking Help Desk. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Scotia Wealth Management Contact us Our address 410 22nd Street East, Suite 700 Saskatoon, Saskatchewan S7K 5T6, Canada 306.665.5300 306.244.2451 Our team is available to assist you with any inquiries that you may have. He has been an Wealth Advisor for 29 years and an employee of the firm for the last 14 years. The Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth . Connect with us. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . He has an MBA from the Schulich School of Business and is licensed to sell securities and life insurance. Manage your wealth the way you want to. www.scotiabank.com. We have included a number of popular resources provided by Scotia Wealth Management. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Scotia Wealth Management is registered in Scotland no. Together with you, we can help develop a meaningful action plan to help make your vision a reality. *. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Already a client? 8 Prologis Boulevard, Ground Floor, Suite 104 Mississauga, Ontario L5W 0G9, Canada 1.800.263.2424 905.796.2424 905.450.6343 About us 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 Bank of Nova Scotia (carrying on business as Scotiabank, Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management) 40 King St. W., 52nd Floor Toronto, Ontario M5H 1H1 www.scotiabank.com www.scotiawealthmanagement.com. We have included a number of popular resources provided by Scotia Wealth Management. The Bank of Nova Scotia (carrying on business as Scotiabank, Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management) 40 King St. W., 52nd Floor Toronto, Ontario M5H 1H1 www.scotiabank.com www.scotiawealthmanagement.com. Our address 235 Water Street, Suite 902 St. John's, Newfoundland and Labrador A1C 1B6, Canada +1 800.563.1514 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . The Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth . Our Scotia Wealth Management Taxation team provides a summary of key measures from the 2021 Federal Budget. From our roots in 1921 as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service wealth management firm with a team of experienced investment management professionals and a bold, distinctive culture of professionalism and integrity. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Portfolio management is provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . www.scotiawealthmanagement.com. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Our goal is to provide you with an unparalleled level of service. The Bank of Nova Scotia (carrying on business as Scotiabank, Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management) 40 King St. W., 52nd Floor Toronto, Ontario M5H 1H1 www.scotiabank.com www.scotiawealthmanagement.com. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 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. Our address 350 Albert Street, Suite 2100 Ottawa, Ontario K1R 1A4, Canada +1 800.267.7684 613.782.6737 Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you've . Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a . Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a . He is also one of a small number of full-service financial advisers who is licensed to sell Dimensional Funds, a unique Passive . Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a . Toronto, Ontario International Investment Advisory Scotia Capital Inc. Karina Alfarano Regional Director 416-865-6043 karina.alfarano@scotiawealth.com Andres Vera Branch Manager 416-945-4710 andres.vera@scotiabank.com International Private Banking The Bank of Nova Scotia Mark Baker Centre Director 416-276-4633 mark.baker@scotiabank.com The Bank of Nova Scotia (carrying on business as Scotiabank, Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management) 40 King St. W., 52nd Floor Toronto, Ontario M5H 1H1 www.scotiabank.com www.scotiawealthmanagement.com. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Enriched Thinking® helps make that a reality. Registered Office at 36-38 Salamander Street Edinburgh EH6 7HZ. Scotia Wealth Management OnLine Support (formerly ScotiaMcLeod and Scotia Private Client Group OnLine Support) 1(800) 4SCOTIA (1-800-472-6842) When prompted say, "Investments". All investment goals are unique. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 606279. The Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth . Scotia Wealth Management is authorised and regulated by the Financial Conduct Authority no. At Private Banking we offer strategic borrowing solutions, transactional banking support and a leading-edge concierge and travel management service. Learn more Market reports Morning comments The midday update Market watch On point weekly The Bank of Nova Scotia (carrying on business as Scotiabank, Scotiabank Private Banking, International Private Banking, and Scotia Wealth Management) 40 King St. W., 52nd Floor Toronto, Ontario M5H 1H1 www.scotiabank.com www.scotiawealthmanagement.com. It's why Scotiabank offers a number of wealth management solutions that can be customized based on what type of investor you are and what you're looking for. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person. So the plans and advice to meet them should be the same. Toronto, Ontario M5H 1H1. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . The Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth Management) 40 King St. W., 52nd Floor. Here you will find a number of articles from our thought leaders, as well as important information on our accounts and services for your reference. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Key tax measures in this response plan for . For more information, including forms, our team of professionals is available by phone or email to assist. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . You'll be asked which products or services you're calling about. We recognize that your wealth story is entirely your own —how you obtained it and the personal, family and business complexities that affect its management should be tailored to your unique goals. When you work with a Scotia Wealth Management relationship manager, you're collaborating with a team of wealth specialists with deep knowledge and expertise across a range of financial disciplines. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Scotia Wealth Management Contact us We are committed to exceptional client service. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . For individuals and families with complex wealth . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Richard is a Wealth Advisor with Scotia Wealth Management. Which service best fits your inquiry? 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . K8N 2Y3, Canada +1 800.810.9378 613.968.6459 613.968.2017 About us 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 Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth . A simple conversation about where you are and where you want to be can lead to a better plan for your family, business, future. Locate your Scotia Wealth Management professional or office. The Bank of Nova Scotia Trust Company (carrying on business as Scotiatrust and Scotia Wealth . Here you will find a number of articles from our thought leaders, as well as important information on our accounts and services for your reference. 1832 Asset Management L.P. 1832 Asset Management U.S. Inc. (carrying on business as Scotia Asset Management, Dynamic Funds, Scotia Institutional Asset Management, Scotia International Asset Management, Private Investment Counsel, and Scotia Wealth Management) 1 Adelaide St. E., 28th Floor Toronto, Ontario M5C 2V9 www.scotiabank.com www.dynamic . Toronto, Ontario M5H 1H1. For more information, including forms, our team of professionals is available by phone or email to assist. For more than 100 years, we've built a reputation for outstanding service and trusted investment management advice, one client at a time. You have a vision for your future. And an employee of the firm for the last 14 years are provided by Scotia Wealth Plans! 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