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Scotia Wealth Management

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Welcome

Family, happiness and time. Values we share above all else.

We believe that focusing on what matters most to our clients drives the quality of our advice, integrity and the superior service that our team is known for nationwide.  With over 40 years of industry experience and over 9 billion dollars of assets under management (AUM),  Jacques Maurice has built a team of 20 highly skilled individuals who make up one of the most prestigious wealth management groups in Canada.

 

About Scotia Wealth Management

Your team

Expertise · Performance · Satisfaction

Jacques Maurice’s reputation speaks for itself. He has surrounded himself with a team of talented individuals who represent his diligent work ethic, his undeniable integrity, and his tireless commitment to helping clients protect and grow their wealth. This formula ensures that clients remain satisfied with the management of their wealth through all of life’s stages.

Meet our team

The client experience

We combine your thinking about what’s important with our thinking about what’s needed to create Enriched Thinking.

  • We are proud to offer both a Traditional investment approach as well as Discretionary mandates for clients who wish to delegate the day-to-day decision-making of their portfolio.
  • Our conservative strategy integrates independent research from Bloomberg and other sources to build well-diversified portfolios focused on high-quality assets and predictability. We focus on large-capitalization companies, leaders in their industry, operating in non-cyclical sectors, with reliable revenues that pay tax-efficient dividends in Canada. Our coverage includes Canada, USA and Europe.
  • The ScotiaMcLeod Investment Portfolios are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance.  At the heart of the program is a partnership between Scotia Wealth Management® and its asset management affiliates 1832 Asset Management L.P. and Jarislowsky Fraser Limited. The breadth and scale of our partners enable us to offer specialized institutional-quality investment management capabilities across all major sectors, asset classes, and geographies.
  • Each investor is unique. As a result, we offer portfolios that meet the various investment objectives of each type of investor profile.

Resources

Latest news

Fall 2023 – Wealth Insights

The Jacques Maurice Group & Scotia Wealth Management

September 11, 2023

Welcome to the fall 2023 issue of Wealth Insights . The global economy has remained resilient in an environment of high-interest rates, stubborn inflation and economic uncertainty. Against this backdrop, global growth estimates have been revised slightly higher while recession probabilities have somewhat eased. Our outlook examines the range of possible economic outcomes and why you should “stay the course.” Canadians want to age in place, but few have a plan, let alone one that factors in health-related considerations, to guide retirement readiness. Our economics section examines why governments and households need a better strategy. Our podcast features a discussion with Kingsley Chak, Senior Vice President of Deposits, Savings and Investments at Scotiabank, who helps you to understand the Canadian First Home Savings Account.

Owning a family business can be both rewarding and challenging. The first article in our Wealth Matters section discusses how creating a shareholder agreement can greatly help address potential risks and opportunities when building a legacy for future generations. Our second article features a case study of how small business owners can leverage life insurance to build a lasting legacy.

Finally, we will show you examples of how the fall in bond prices has created compelling opportunities for taxable investors today, due to the differential tax treatment in Canada for capital gains versus interest income.

 

Read all the articles here

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Research and reports

View all latest news View all economic news

Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

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1002 Sherbrooke St. West, Suite 300
Montreal, Quebec
H3A 3L6, Canada

514.287.3621
514.287.3641

Contacts
NamePositionPhone
Jacques MauriceSenior Wealth Advisor514.287.3621
Lynne TurnerInvestment Associate514.287.3653
Marc-Antoine SaadInvestment Associate514.287.4963
Louiza AleksanianInvestment Associate514.287.4581
Linda LeducInvestment Associate514.287.3229
Jennifer CurranInvestment Associate514.287.4242
Devianee Mulliah-HurchandInvestment Associate514.287.2904
Simon TremblayInvestment Associate 514.287.2927
Louay TfailyAdministrative Associate514.287.2916
Carolina CernicaSenior Financial Planning Associate514.287.4973
Palmina BaronelloAdministrative Associate514.287.3664
Mary PerenneAdministrative Associate514.287.3691
Ioan BoteanuAdministrative Associate514.287.8976
Penny CurranAdministrative Associate514.287.3639
Tatyana Taylor-McNeilAdministrative Assistant514.287.3560
Caterina TodaroAdministrative Assistant514.287.3698
Rosemarie BertrandInvestment Associate514.287.4598
Alex FournierInvestment Associate514.287.4569
Christiane SabbaghBusiness Development Associate514.287.4994