Managing your wealth

Expert financial services for your busy life

What We DoIt takes time, dedication and skill to achieve your financial goals. Our team excels in supporting high-achieving individuals, families and businesses in all of their wealth management needs. Whether you’re a time-ravaged entrepreneur looking to grow your business or a newly-retired professional looking to slow down, our team can help. Offering expert investment management as well as comprehensive financial planning services, we provide exceptional client care and effective wealth management that is delivered personally and directly. Working alongside an extended team of specialists at Scotia Wealth Management, we take pride in delivering total care under one roof – turnkey, high level financial services that put your needs and goals first. Our team is highly skilled and experienced in retirement planning, tax minimization strategies, business succession planning, wills and estates, intergenerational wealth transfer, private banking, insurance solutions, and more.

No one person can do it all. With the dedication and support of our wealth management team, clients can focus on their professional and personal commitments, knowing that their wealth is protected. For more information on our services, or to arrange a complimentary consultation with the Monteith Oldfield team, please contact us.