Our Services

Clarity & Consistency

Clients of The Symons Group expect and receive accessible personal contact. They want fees to be fair and completely transparent. Above all, they want clarity and consistency. Clarity of advice. Consistency of purpose.

Backed by the resources of ScotiaMcLeod and Scotiabank, our investment advisory practice embraces and includes the following range of integrated services:

  • Portfolio Management
  • Fee-based Investing
  • Financial Planning
  • Charitable Giving Advisory Services
  • Retirement Planning
  • Wealth Protection, Tax & Insurance┬áManagement
  • Will, Estate & Trust Planning


ScotiaMcLeod is the investment arm of Scotiabank, and a division of Scotia Capital Inc. Scotiabank is one of Canada’s largest financial organizations, with over $300 billion in assets. Scotia Capital is a corporate and investment banking leader and contributes to making the Scotiabank Group one of North America’s premier financial institutions and Canada’s most international bank.