3. Advisory Services and Solutions
In keeping with our holistic approach, we also provide advisory services on
a consulting basis and through a variety of services and solutions:
Advisory Services: As philanthropic advisors, we work with private clients to develop
and explore their goals. We develop vision statements, write biographies for posterity, and
provide guidance on effective giving. Our advisors have worked at charities in senior roles
and are well acquainted with the charitable community in Canada.
Service Solutions: We offer a variety of specialized philanthropic solutions, such as
Charitable Remainder Trusts (set up either during life or through the Will) and a variety
of other future gift and life income gift options. We facilitate complex gifts, such as
bequests by Will, real estate, residual interest in real property, flow-through shares,
employee stock option proceeds, holding company property and private company shares.
Philanthropic Advisory Services works with clients
in collaboration with our Scotia Private Client Group
Centres across the country.
For more information please call 1-866-216-2116 or
e-mail: philanthropy@scotiatrust.com
Scotia Private Client Group consists of private client
services from The Bank of Nova Scotia, The Bank of
Nova Scotia Trust Company, Scotia Cassels Investment
Counsel Limited, Scotia Cassels U.S. Investment
Counsel Inc., and ScotiaMcLeod, a division of Scotia
Capital Inc., all members of the Scotiabank Group.
Scotia Capital Inc. is a member of CIPF.
(05/08)
