Privacy Notice
Scotia Wealth Management, LLC values your privacy. This policy explains what information we gather, why we use it and how we keep it safe.
1. What we collect from you
When you fill out a request form on this site, we collect the information you enter: your name, email address, phone number, ZIP code and a rough estimate of your investable assets. You choose what to share.
We also collect routine technical information: your browser type, the pages you visit and the referrer that brought you to the site.
2. Why we use your information
We use what you tell us to respond to your request, to contact you, and to assess whether our services may fit your needs. We use browsing information to improve the site experience and to make our communications more relevant. We also retain information as required by law.
3. What we do not do with your data
We do not sell your personal information. We do not share your details with marketing partners or data brokers.
4. Service providers and when we share information
We may share your information with service providers who help us run the site, process requests and manage communications. These providers work under confidentiality agreements. We share information when the law requires it.
5. Calls and text messages
By providing a phone number in a request form, you agree that we may contact you by phone call or text message to discuss your inquiry. Standard carrier message and data rates may apply. You may opt out of text messages at any time by replying STOP or by asking us to remove your number when we speak with you.
6. Cookies and browser storage
This site does not use advertising cookies or cookies that track your activity across other sites. We do not sell your browsing data.
Our hosting and security provider may set a strictly necessary cookie to prevent automated traffic. This cookie does not track you.
The browser storage on your device stores the first page you visited, the website that referred you and the most recent result of any calculator you used. These items are stored locally for up to 30 days and are sent to us only if you submit a request form.
You can clear cookies and site data any time through your browser settings.
7. Your rights over your information
You may ask us to show you what information we hold about you, to correct it or to delete it. You may also ask us to stop sending you communications. Submit these requests through the request form on this site. Depending on your state of residence, you may have additional privacy rights; we honor them.
8. How we protect your information
We use reasonable safeguards to protect your personal information against unauthorized access and misuse. No method of internet transmission is completely secure, and we cannot guarantee absolute security.
9. Changes to this privacy policy
We may update this policy at any time. The current version always appears on this page.
10. How to reach us
The firm, 299 Marquette Avenue, Minneapolis, MN 55401, United States. Contact us through the request form on this site.
Terms of Use
By using this site, you accept these terms. If you do not agree with them, please do not use the site.
1. What this site contains
The content here is general information and education. It is not an offer to buy or sell any security, and it is not individual investment advice, tax advice or legal advice. The examples and strategies described may not be suitable for your situation. Before making any financial decision, consult a professional who understands your circumstances.
2. Risk and returns
Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. Market conditions and your own decisions affect your outcomes.
3. Our intellectual property
The Scotia Wealth Management name, logo, content and design of this site belong to the firm. You may not copy, reproduce or distribute them without our written permission.
4. External websites and links
This site may link to third-party websites for your convenience. We are not responsible for the content, accuracy or privacy practices of those sites. Visiting a linked site is at your own risk.
5. How the law limits our liability
To the fullest extent permitted by law, the firm is not liable for any damages—direct, indirect, incidental or otherwise—that result from your use of this site or reliance on its content.
6. When these terms change
We may modify these terms at any time by updating this page. Your continued use of the site means you accept the updated terms.
Legal Disclosures
The information and examples here are general and do not take into account any individual's specific objectives, financial situation or needs. Our services are offered only in jurisdictions where we are permitted to provide them.
1. What this information does and does not do
All investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee profit or protect against loss. Past performance is no guarantee of future results.
The examples and illustrations on this site are hypothetical and are shown for educational purposes only. They do not represent actual client outcomes or predict future performance.
2. Client figures
As of 10/5/2026, Scotia Wealth Management serves 450,000 clients and manages $5.2 billion in client assets.
3. Tax and legal guidance
We do not provide tax advice or legal advice. For questions about the tax treatment of your situation or the legal structure of a transaction, consult a tax professional or attorney.
4. What asking a question means
Requesting information from us is free and does not create a financial advisor relationship or any other binding relationship between you and the firm.
Policies · Scotia Wealth Management, LLC · 299 Marquette Avenue, Minneapolis, MN 55401, United States ·
Updated