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About the Branch

ScotiaMcLeod’s Montreal Branch was established more than 50 years ago. Located in Montreal’s financial district, this Branch is one of the largest full service branches in Canada. The Montreal Branch delivers wealth management services in both English and French to high net worth individual and businesses alike.

Working in concert with some of the most reputable experts in the industry, our advisors offer their clients a truly professional and complete wealth service including: Financial planning, Will and Estate planning, Private Banking, Insurance solutions and more.

The Montreal Branch has developed a solid reputation within the region with long term career advisors who are respected, well known, and involved in their communities. On an individual basis and collectively as a branch, we are actively devoted to many charities in and around the Montreal region, with a strong belief in giving back to the community.

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. 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. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc.] SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Montreal Branch - Scotia Wealth Management Montreal is a personal trade name of Montreal Branch - Scotia Wealth Management Montreal.