Scotia Wealth Management

From changes to bare trust reporting requirements being deferred to 2026 to the elimination of the luxury tax on certain aircraft and boats, effective November 5, 2025, the 2025 Budget proposes important tax policy changes. Explore our summary to understand the main tax changes proposed and what they could mean for financial planning in the year(s) ahead. Read more: http://ms.spr.ly/6045tHtFP #FederalBudget2025 #WealthManagement #TaxPlanning #FinancialPlanning

Qu’il s’agisse du report à 2026 des modifications aux exigences de déclaration pour les simples fiducies ou de l’abolition de la taxe de luxe sur certains aéronefs et bateaux à compter du 5 novembre 2025, le budget de 2025 propose d’importants changements en matière de politique fiscale. Lisez notre résumé pour comprendre les principales propositions de changements fiscaux et leur incidence éventuelle sur votre planification financière des prochaines années. En savoir plus : http://ms.spr.ly/6049tHtFW #BudgetFédéral2025 #GestionDePatrimoine #PlanificationFiscale #PlanificationFinancière

At ScotiaMcLeod, we know how much you’ve invested in your practice. That’s why we provide the structure, stability and guidance to help you continue growing your practice with confidence. “From day one, ScotiaMcLeod management invested the time and effort to make my transition seamless and position my practice for success. Together with the team, I can offer my clients the Total Wealth Approach that encompasses a broad range of products and services to meet their unique needs.” Matthew Wacker, Senior Wealth Advisor ScotiaMcLeod®, a division of Scotia Capital Inc.

You’ve worked hard to build a strong practice, and that’s something to be proud of. At ScotiaMcLeod, we not only applaud your success—we believe our culture and infrastructure can help your practice thrive. Hear from one of our advisors; “I’ve been in the business for 25+ years, and I can say this is the best firm on the street. Everyone endorses the same culture of support. My business needs are met daily, and senior management genuinely wants to help my practice grow.” Jeff Treptow, Senior Wealth Advisor ScotiaMcLeod®, a division of Scotia Capital Inc.

ScotiaMcLeod soutient la croissance des conseillères et conseillers en gestion de patrimoine. Soucieux de leur réussite, nous les outillons pour qu’ils puissent combler les attentes des clients. Notre approche, la Planification globale de patrimoine : • renforce la relation client avec des plans financiers sur mesure; • accroît la clientèle grâce à des outils sophistiqués et au soutien de spécialistes; • tient compte de la longévité et propose des stratégies de partenariats en santé et bien-être. Caroline Hild, conseillère principale en gestion de patrimoine et gestionnaire de portefeuille

ScotiaMcLeod® is an investment advisory firm with over a hundred years of experience challenging conventions, exploring new and innovative ideas, and pioneering Total Wealth solutions. Fueled by an entrepreneurial spirit of growth, trust and collaboration, we help Wealth Advisors and their clients grow and thrive with: • Insights and support from a team of Scotia Wealth Management specialists • Hands-on senior leadership who are focused on accelerating your growth • Best-in-class client service capabilities • The independence and autonomy to grow your business, your way Are you in?