The Dearing Advisory Group - Scotia Wealth Management

02/26/2026

Many adult children know the basics of their parents' money, but not the details. Discover why full financial visibility is critical when supporting aging parents.

moneysense.ca

02/25/2026

Let's make a Total Wealth Plan that makes the most of your longevity.

At Scotia Wealth Management we've aligned with a trusted network of health and wellbeing specialists to support your evolving needs at every life stage.

Our Total Wealth Plan considers the full picture, including your long-term health and wellbeing, so you can move forward with confidence.

Learn more
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02/24/2026

Many Canadian citizens have lived and worked outside of Canada at a point in their lives and eventually return to reside in Canada. One of the many questions they may face when returning pertains to their foreign retirement plan, specifically, "Should I transfer my foreign retirement plan to Canada?"

scotiawealthmanagement.com

02/23/2026

As a Canadian resident, you may own U.S. assets, such as U.S. real property or investments in U.S. companies. Depending on certain conditions, you may be subject to U.S. estate tax upon your death. Understanding the implications of this tax and potential tax planning strategies to minimize the impact on your estate is important.

scotiawealthmanagement.com

02/20/2026

To escape from the colder winters, Canadian "snowbirds" are accustomed to spending time in the United States. However, the U.S. and Canadian governments have an Entry/Exit Information System to track and share entry/exit data with one another.

scotiawealthmanagement.com

02/19/2026

Is that high-pressure email or text really from your bank? Learn how to spot financial scams early and keep your money safe.

scotiawealthmanagement.com

02/18/2026

When it comes to retirement planning, one of the biggest challenges couples face is balancing income between spouses. With fewer income-splitting opportunities available today, spousal RRSPs remain one of the most powerful tools to help you reduce taxes and maximize retirement income.

scotiawealthmanagement.com

02/17/2026

Many Canadians own U.S. assets, such as securities, or real properties for personal use or investment purposes. So, understanding the tax implications in both Canada and the U.S. of owning U.S. assets is important, especially when income or loss is generated from the assets or when capital gains or losses arise from disposing of them.

scotiawealthmanagement.com

01/28/2026

In this episode of "In the Money" with Amber Kanwar, Scotia Wealth Management Senior Wealth Advisor Winnie Go uncovers how to build wealth that lasts through market cycles.

scotiawealthmanagement.com

01/23/2026

I've learned over the years that shareholder loans are often misunderstood by incorporated business owners. Happy to share what I've seen. Reach out for a chat.

moneysense.ca

01/22/2026

The First Home Savings Account (FHSA) is a registered plan that allows qualifying prospective first-time home buyers the ability to invest $40,000 on a tax-free basis toward the purchase of a first home in Canada.

scotiawealthmanagement.com

01/21/2026

In this episode of In the Money with Amber Kanwar, Scotia Wealth Managements's Managing Director of Equities Swanzy Quarshie speaks with Amber Kanwar, on her perspective of AI's impact on markets.

scotiawealthmanagement.com