Working Together for All Your Personal and Professional Needs

Polsinelli Financial Advisory Group of ScotiaMcLeod recognizes that, in a comprehensive approach to wealth management, “personal” and “professional” are all often intertwined. We are skilled and experienced in managing and addressing the complex needs of business owners, health care professionals and affluent families when delivering financial advisory services and professional wealth management.

Business Owners and Corporations

Business Owners and CorporationsA business consumes a large portion of your resources, time and attention throughout its lifetime, and your family’s financial security may depend on its success. Perhaps you are in a position to sell the business and need tax-smart advice, or a strategy for transferring it into new hands when you retire, or someone just to manage your cash assets. Planning ahead through our team can protect the business you’ve worked so hard to build, help you achieve your business goals and ensure your future prosperity.

Health Care Professionals and Practices

Health Care Professionals and PracticesIf you are a health care professional whose practice consumes significant time and energy, our team can help to decode the key issues and options you may be facing, such as establishing your practice’s business structure, whether or not to incorporate, tax- efficiency strategies, preserving surplus assets to grow wealth, risk management and retirement and succession planning solutions, in keeping with your practice’s immediate needs and your goals for its long-term success

Affluent Families and Trusts

Affluent Families and TrustsIf you and your family have amassed sizable net worth in investment assets, you likely have more complicated wealth management issues to address than the average Canadian family. Polsinelli Financial Advisory Group of ScotiaMcLeod can help with solutions for everyone in the family: complete financial plans, tax minimization and deferral strategies, estate plans, family trusts, charitable giving, estate protection and insurance solutions. Our team can bring in the necessary experts to help simplify the many issues you may face, so that everyone in the family can benefit from the peace of mind that wealth management provides.

*Services provided by partners within Scotiabank. For details please see disclaimer.