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About Scotia Wealth Management Short

Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.

The specialists at Scotia Wealth Management bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.

From financial counsel on managing your wealth to careful contemplation of how to transfer it to future generations, it’s your thinking, combined with our thinking, to create Enriched Thinking®.

To learn more about our full range of wealth management services, visit scotiawealthmanagement.com.

About Scotia Wealth Management About ScotiaMcLeod

Meet our team

We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.

Ian Chisholm, CIM

Senior Wealth Advisor
Portfolio Manager

With 29 years of Canadian and international financial services experience, Ian brings a value-created, long term approach to managing his clients investments.  Ian specializes in Estate planning, insurance, tax- efficient and conservative investment strategies.  His team is providing exceptional financial guidance to a number of affluent families.

Ian joined Scotia Wealth Management in 1995 and he is a fully licensed Discretionary Portfolio Manager and holds his Chartered Investment Manager designation.

He is the proud father of three children.  Ian and his wife, Jane, are involved in many charitable activities including the United Way and the Terry Fox Foundation.

Ian is an avid cyclist and a member of the team that cycled from Toronto to Miami and raised over five hundred thousand dollars for Wellspring Cancer Care Centers.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Madeline Chisholm

Investment Associate

Madeline draws from her experience as a financial planner to provide her clients with the most integrated approach to wealth management and holds the Qualified Associate Financial Planner designation. Madeline grew up on Lake Simcoe and in Toronto and is the fifth generation in her family to become a Wealth Advisor. She has committed her practice to working with families and individuals who want to grow their wealth and protect their financial future. Madeline is a graduate of Western University’s Business Management and Organizational Studies program.

Outside of work you will find Madeline spending time with her family, getting outdoors and volunteering for organizations she holds close to her heart.

ScotiaMcLeod®, a division of Scotia Capital Inc.

Alex Rochtchine, CLU, CFP, CIM, PFP

Senior Total Wealth Planner

As a Total Wealth Planner, Alex is responsible for guiding our clients through our Total Wealth Planning process, which begins with a thoughtful consideration of their entire financial picture, immediate needs, and goals for the future. With a clear understanding of our clients’ unique financial situation, Alex collaborates with our team of specialists to develop a customized Total Wealth Plan that is comprehensive, forward-looking, and tailored to help each client reach their financial goals. Through an evolving Total Wealth Plan, Alex works with our clients to help them achieve future success – as they define it.

Alex is an accredited professional having earned his Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM®) designations and is a graduate of McMaster University with a Bachelor of Commerce. He brings over ten years of experience in the financial services industry.

Alex’s passions include arts and cooking, and he enjoys exploring different cultures through travel.

Financial planning and advisory services are provided by Scotia Capital Inc.

What we do

Ian Chisholm focuses on providing comprehensive wealth solutions while other wealth management teams offer strictly investment advice.

We focus on providing full financial planning services as well as portfolio management services. We are one of the advisor teams capable of utilizing a discretionary management process where we execute day-to-day transactions on a client’s behalf based on specific criteria selected by the client.

We have a disciplined investment philosophy and process that is rooted by real world knowledge and experience.

Services provided

Investment solutions

We provide clients with comprehensive portfolio management utilizing a customized approach to their portfolio construction in accordance with their individual needs, tax situation, and risk tolerance

We are experts in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.

Insurance is a part of any well thought out financial plan. Protecting one’s assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Maximizing one’s estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

One of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.

Our process

Latest news

Seven ways to give more effectively

Malcolm Burrows, Head, Philanthropic Advisory Services, Scotia Wealth Management

December 1, 2022

Being a thoughtful and engaged donor starts by aligning your annual charitable giving with your values and priorities.

More than 80% of Canadians report they donate to charity each year.¹ But is this giving proactive and personally satisfying? Is it simply being done because others ask — for a donation, a pledge, or to a fundraising event? Or would it be helpful to have more time to research charities before the gift is made?

Being a thoughtful and engaged donor starts by aligning your annual charitable giving with your values and priorities. Here are seven practical ways to help you to become a more empowered and effective donor.

1. Be proactive in identifying your charities

Consider aligning the charities you donate to with your personal values. Take some time, well in advance of the December 31st tax deadline, and ask yourself what causes you care about. What has touched you and your family? What social or world issue keeps you up at night? How would you like to give back? Find two Canadian registered charities for each cause you care about through keyword internet searches or by checking the Canada Revenue Agency website. Other helpful resources include Charity Intelligence and Canada Helps.org.

2. Start giving

Once you’ve done the research, proactively choose a handful of charities that appeal to you. Give a personally meaningful amount and consider giving more than you have in the past. If you want to know more before you commit, call the charities you’re interested in and ask for an overview — most are eager to share their work with new donors.

3. Increase your commitment each year

A common question people have is how much they should give annually. There is no standard amount or percentage of income. Start by thinking in personal terms. Calculate what percentage of household income you and your family gave last year. Consider increasing that amount by 50% or even doubling it (100%). Give larger donations to charities you trust and believe in.

Read more

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