Deck Advisory Group- ScotiaMcleod

Deck Advisory Group- ScotiaMcleod Scotia McLeod -Wealth Management

The four types of capital, Part II: Measuring and growing your qualitative capitalIn part I of our series on the four ty...
08/31/2026

The four types of capital, Part II: Measuring and growing your qualitative capital

In part I of our series on the four types of capital, we reviewed the Total Wealth equation: Total Wealth = Financial Capital + Intellectual Capital + Social Capital + Human Capital ("FISH")

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The four types of capitalWhen we think of capital, what often comes to mind is "financial capital." When we engage in we...
08/24/2026

The four types of capital

When we think of capital, what often comes to mind is "financial capital." When we engage in wealth planning, it is not uncommon to focus almost entirely on the balance sheet. "What are my assets and liabilities? How do I grow my assets while protecting them for retirement and the next generation? How do I optimize my estate for effective tax and estate planning strategies?"

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Transferring your business to the next generationBeyond financial value, your family business represents years of sacrif...
08/18/2026

Transferring your business to the next generation

Beyond financial value, your family business represents years of sacrifice, identity and legacy. Transferring a business to your adult children could be one of the most meaningful, yet complex, decisions you will make.

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Wealth planning checklist for seniorsAs you get older and start thinking more about preserving your wealth and passing i...
08/10/2026

Wealth planning checklist for seniors

As you get older and start thinking more about preserving your wealth and passing it on to the next generation, taking advantage of tax, investment and estate planning strategies become increasingly important.

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How to talk to your loved ones about fraudYour guide for starting conversations with your loved ones about scams to help...
08/04/2026

How to talk to your loved ones about fraud

Your guide for starting conversations with your loved ones about scams to help protect them against fraud.

deckadvisorygroup.ca

Pension income splitting and the pension income tax creditIf you are approaching retirement or starting to think about h...
07/27/2026

Pension income splitting and the pension income tax credit

If you are approaching retirement or starting to think about how to fund this stage of your life, there is a strategy you may consider to help maximize your hard-earned retirement savings.

deckadvisorygroup.ca

Why should I set up a trust?Trusts have been around for centuries and used in many different circumstances. While there ...
07/20/2026

Why should I set up a trust?

Trusts have been around for centuries and used in many different circumstances. While there are many types of trusts, they share a common purpose: to help protect your beneficiaries and transfer property effectively.

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Smart ways to save for your children's educationEvery parent dreams of giving their children the best start in life—and ...
07/13/2026

Smart ways to save for your children's education

Every parent dreams of giving their children the best start in life—and education plays a huge role in that journey. With tuition and living costs rising, planning ahead is no longer optional, it's essential.

deckadvisorygroup.ca

Building enduring legacies: setting priorities for effective wealth transferLegacy planning is more than simply passing ...
07/06/2026

Building enduring legacies: setting priorities for effective wealth transfer

Legacy planning is more than simply passing on assets—it is also the opportunity to align financial strategies with shared values to ensure unity, purpose and long-term impact. Intentional planning can help families protect relationships, strengthen stewardship and prepare future generations to thrive.

deckadvisorygroup.ca

Mentorship models in family enterprises: formalizing knowledge transferDeveloping the next generation is vital for famil...
06/22/2026

Mentorship models in family enterprises: formalizing knowledge transfer

Developing the next generation is vital for family businesses to ensure continuity and a smooth transition. However, effective development may not happen naturally for a family enterprise. Putting a formal and structured development plan in place can help better prepare the next generation for their future roles.

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Peterborough, ON
K9H7G5

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