Overview

Assets Under Management: $38.2 billion
High-Net-Worth Clients: 1,793
Average Client Assets: $5 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 1,793
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.80
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 8,063
Discretionary Accounts: 8,063

Regulatory Filings

CRD Number: 107390
Filing ID: 1988831
Last Filing Date: 2025-05-12 11:04:00
Website: https://scotiabank.com