The Bernard Marin Group is a wealth advisory practice focused on helping families manage their financial holdings and plan for their financial well-being. Operating as a personal trade name of Bernard Marin, the group is associated with ScotiaMcLeod, a division of Scotia Capital Inc., within Scotia Wealth Management. Its approach centers on building a distinct relationship with each family and developing a personalized financial plan shaped around individual circumstances and current and future needs.

The group’s website highlights financial planning, investment portfolios, and a client-focused process as part of its services. Through Scotia Wealth Management, clients may also have access to a broader range of financial services, including wealth advisory and brokerage, portfolio management, private banking, estate and trust services, insurance, and international investment advice; the relevant services are provided by the applicable Scotiabank group entities. The Bernard Marin Group’s stated objective is to help clients keep their financial well-being in good hands through thoughtful, tailored strategies and ongoing attention to their family’s needs