What we do for you

Here is what we can do for you

Our servicesAt the Watkins Wheeler Group, our goal is to help you live comfortably in retirement.

Running out of money in retirement is one of the biggest risks investors face. We provide retirement and wealth management services that put your interests first, and educational resources to help you navigate the constantly changing market landscape.

With access to our team of Scotia Wealth Management specialists, we can provide access to:

For many people, investment management is a key piece of the larger picture. It requires focused attention because the outcome affects the entirety of your life. Together with your input, we’ll provide the investment expertise to develop a customized portfolio that reflects your investment objectives and complements your vision.

The cornerstone of Total Wealth Management is a bespoke financial plan designed to fit the particulars of your life. This starts with a well-considered analysis that takes into account the various aspects of your life and finances – resulting in a deeper understanding and action plan for your current situation, and a well-informed view to help you make your dreams a reality.

Whether you’re looking to protect your income against the possibility of illness or injury, or you’d like to make sure your hard earned assets are there for your family when they need it most, our specialist can provide solutions to mitigate those risks and help you rest assured that you’ve covered all your bases.

How do you ensure that your wealth is preserved, protected and properly transferred to your loved ones and/or cherished causes? Together with your our specialists at Scotiatrust®, we’ll help you develop a comprehensive, customized wealth transfer strategy, including a plan for potential future incapacity, centred around your unique financial/personal situation, your goals and your priorities.

Private Banking provides personalized, attentive and discreet service to help save you time and effort. Our Private Bankers offer a sophisticated suite of preferential services designed to meet your complex banking and borrowing needs.