Steve Urso Portfolio Manager & Senior Wealth Advisor

11/26/2025

scotiawealthmanagement.com

11/20/2025

For many collectors, the desire to give back through art is deeply personal. Sharing meaningful works with public institutions not only enriches cultural heritage—it can also support your philanthropic goals.

In Canada, there are two primary ways to donate artwork to registered charities, each offering potential tax advantages and fulfilling philanthropic goals.

Explore how your collection can become part of your legacy.
https://livesocial.seismic.com/aMWlEj

11/11/2025

On November 11, we pause and remember the brave men and women who served and continue to serve their country.
Lest we forget.

11/10/2025

Fifty years on, Edmund Fitzgerald remembered through song and mystery

Great Lakes Shipwreck Museum to honour the 29 crew members lost in Lake Superior sinking on Nov. 10, 1975

11/05/2025

From changes to bare trust reporting requirements being deferred to 2026 to the elimination of the luxury tax on certain aircraft and boats, effective November 5, 2025, the 2025 Budget proposes important tax policy changes.

Explore our summary to understand the main tax changes proposed and what they could mean for financial planning in the year(s) ahead.

Read more: http://ms.spr.ly/6045tHtFP

06/22/2025

Consistent with similar episodes in the past, the current Middle East conflict has resulted in increased equity market volatility and heightened demand for haven assets...

scotiawealthmanagement.com

10/13/2024

04/10/2024

People are living longer, and that's a beautiful thing. Why not work alongside a team of specialists who'll help you make the most of your longevity? It's time to make a plan for having more time. Contact us to get started.

03/28/2024

Wealth is a complex topic to navigate, particularly within a family context. From financial planning strategies to fostering a legacy mindset, we explain how to better understand the intricacies of wealth transfer and its impact on future generations. http://ms.spr.ly/6043cQmec

enrichedthinking.scotiawealthmanagement.com

03/22/2024

What can a $350,000 used car teach us about retirement saving?

On the latest episode of the Perspectives podcast, Andy Nasr, Chief Investment Officer of Global Wealth Management, is our guest. He'll tell us the secret to saving for retirement and why it's changing.

Follow Perspectives on Apple Podcasts, Spotify or wherever you get your podcasts. Or listen to the full episode on our website: http://ms.spr.ly/6045coUp3