Scotia Capital Inc.
Scotia Capital Inc., headquartered in Toronto, Ontario, is a leading Canadian investment firm and a subsidiary of Scotiabank. The firm operates in investment banking, asset management, wealth management, and capital markets, serving institutional, corporate, and high-net-worth clients. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and provides a broad range of financial services domestically and internationally. The company is part of Scotiabank’s global operations and leverages the bank’s extensive platform to deliver bespoke investment and advisory solutions. Founded as part of Scotiabank’s wealth management group, it is recognized as one of Canada’s most established and respected investment firms. Employee count is not distinctly disclosed for the subsidiary but is estimated to be in the range of several hundred as part of Scotiabank’s wealth and capital markets divisions.
Investment Strategy
Scotia Capital Inc. utilizes a client-focused, disciplined investment management process, offering both bespoke and delegated investment strategies. The firm combines rigorous research, risk management, and in-depth market insight to structure, enhance, protect, and transfer wealth for high-net-worth individuals, families, corporations, and institutions. Investment philosophy is centered on developing and executing customized portfolios to meet clients’ unique risk profiles and financial goals, using traditional and alternative investments, while providing integrated advice across wealth, banking, trust, and insurance services.
Top Holdings
Equity Positions (843)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RY | ROYAL BK CDA | 5.63% | $1.19B | 9,065,967 | $71.54 | $131.55 | +$188.4M |
M MSFT | MICROSOFT CORP | 4.60% | $974.8M | 1,959,879 | $154.88 | $497.41 | +$245.2M |
T TD | TORONTO DOMINION BK ONT | 3.73% | $790.2M | 10,757,525 | $49.27 | $73.45 | +$143.0M |
B BNS | BANK NOVA SCOTIA HALIFAX | 3.72% | $786.7M | 14,231,690 | $43.98 | $55.27 | +$116.2M |
A AAPL | APPLE INC | 3.17% | $670.5M | 3,268,070 | $123.41 | $205.17 | -$68.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Call | $617.9K | 10 | $617.85 | $617.85 | +10 | +$617.9K |