Altman Levy Investment Management is a Montreal-based advisory team operating within Scotia Wealth Management, an integrated wealth management offering from Scotiabank. Through ScotiaMcLeod, a division of Scotia Capital Inc., the team combines investment advice with a broader view of clients’ families, businesses and future plans. Its approach begins with understanding each client’s priorities, financial circumstances and goals, then coordinating strategies that can adapt as life changes.

Services include Total Wealth Planning and investment management, with support for portfolio diversification, balancing, risk analysis and market research. The wider Scotia Wealth Management network also offers insurance solutions, estate and trust services, private banking, and business and family advisory services. These may address wealth protection and transfer, estate planning, borrowing, business transitions, family governance and intergenerational planning. Advisors work with specialists to develop an integrated roadmap for structuring, enhancing, protecting and transferring wealth. Altman Levy Investment Management serves clients from its Montreal office and emphasizes disciplined advice, collaboration and ongoing client service.