A total wealth management strategy

The Brady-Campbell Advisory Group works predominately with individuals, families, business owners and corporations with a minimum of $500,000.00 in investable assets. Our dedicated team of professionals manage all aspects of their money, provide them with their income requirements, and follow a routine service schedule to let them know that they are on track with their personal goals.

We recognize the significance of efficient tax planning and conservative investing to build a strong foundation to achieve the lifestyle you desire.  Our approach encompasses holistic wealth management, extending beyond investments.  We provide guidance and support on how to manage your wealth through career transitions, business sales, education funding, tax planning, retirement planning, when to involve children or other family members, estate planning and estate/trust services.  Our personalized approach to wealth management ensures that we tailor our services to meet your specific needs.

About Scotia Wealth Management

Scotia Wealth Management offers 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. We call this Total Wealth.

Together with your relationship manager, our Scotia Wealth Management specialists bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it as your needs evolve. From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

There is a lot to consider when planning for your future

Life expectancies are getting longer, and that’s a beautiful thing because it means we get more opportunities to build the lives we’ve always envisioned.  Our team is here to help shape the future you imagine, considering all areas of your post-work life, including your long-term health and wellbeing. Whether you’d like to purchase an additional property, start a business, help your parents, or simply maintain your current lifestyle, we’ll work with you to create a Total Wealth Plan that brings your vision to life.

Your Total Wealth Plan

Total Wealth Plan involves all aspects of your financial circumstances and is driven by comprehensive advice coordinated by your Wealth Advisor to help reach your financial goals. This team-based approach to wealth management addresses the entirety of your life, your family, your business, your future, one conversation at a time. It provides a strategic understanding of the steps to take so you can envision the future with clarity, peace of mind and certainty.  Our goal is to provide a strong sense of financial and emotional well-being, and your Total Wealth Planning is how we achieve it.

®Registered trademark of The Bank of Nova Scotia, used under license. 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 division of Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Estate and trust services are provided by The Bank of Nova Scotia Trust Company. 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. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia Capital Inc. Financial planning services are provided by The Bank of Nova Scotia and ScotiaMcLeod, a division of Scotia Capital Inc. Scotia Wealth Insurance Services Inc. is the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and is regulated by the Canadian Investment Regulatory Organization.