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Advice that fits your life

Real-life money decisions deserve real support. That’s why our licensed advisors help you with a personalized path to your financial goals.

Plan with confidence

Your full financial picture 

Get personalized advice that’s built around you, above all else.

Real support for real life

From building wealth to reaching meaningful milestones, our licensed advisors can help you with a plan to get closer to the life you want.

No additional fee1, and on your terms

Advisor advice is included in the cost of your investment, so you can get ongoing support through different life stages at no additional cost.

Build the life you want

Invest in your future

Taking a holistic approach, we help you assess your current financial situation, set achievable goals, and put a plan into action with the right mix of investments.

Reach your goals

Whether that’s retirement, buying a home, or simply feeling more secure in your day-to-day, get help prioritizing your money to achieve what matters most to you.

Feel financially empowered

Our advisors help you stay informed on the right  strategies for you, inflation, fees, and what else impacts your money, while keeping you disciplined through market ups and downs.

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With an advisor, you’ve gained a partner to deliver long-term confidence in your money decisions.

Meet some of our licensed advisors.

Sidhant Sharma

PFP® CIM®

Chandni Desai

CFP® CIM®

Aaron Ayers

CFP®

Get in touch

For your convenience, we’ve combined personalized support with a modern, digital-first experience. It’s easy to get started.

Don’t have our Mobile Banking app3 yet? Download it today, so you can bank easily from anywhere.

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or incomes taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated. There can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. All securities including mutual funds present a risk of loss of capital.

1A fund's expenses are made up of the management fee (including the trailing commission), operating expenses, trading costs, and fixed administration fee. The annual management fee is 0.80% of each Tangerine Core Portfolio, 0.50% of each Tangerine Global ETF Portfolio, and 0.55% of each Tangerine Socially Responsible Global Portfolio. The fixed administration fee is the same for all Tangerine Investment Funds and is 0.15% of each Portfolio’s value.

The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly and action is taken based on the latest available information.

Tangerine is a registered trademark of The Bank of Nova Scotia, used under licence. Tangerine Investment Funds are managed by 1832 Asset Management L.P. Tangerine Investment Funds Limited is the principal distributor of Tangerine Investment Funds. Tangerine Investment Funds Limited and 1832 Asset Management L.P. are wholly owned subsidiaries of The Bank of Nova Scotia.