Retirement Planning with a View: Why Burlington Residents Trust The Escarpment Advisory Group

Looking out over the Niagara Escarpment, Burlington residents know the value of perspective—and so do we.

At The Escarpment Advisory Group, we help you plan for life, not just retirement. Whether you're approaching retirement, navigating tax complexities, or planning for your family's future, our boutique team offers personalized, proactive wealth management rooted in long-term relationships and local insight.

Our approach is rooted in evidence-based portfolio management, proactive problem-solving, and a deep understanding of your personal goals. We ask the right questions and leave no stone unturned, ensuring your plan reflects your values, relationships, and aspirations.

What Makes Us Different?

✅ Life-Centered Planning – We go beyond numbers to understand your goals, values, and relationships.
✅ Tax-Efficient Strategies – From RRSP/RIF withdrawals to estate planning, we help you keep more of what you’ve earned.
✅ Boutique Service, Big Expertise – Our team includes seasoned advisors, estate and insurance specialists, and Scotia Wealth Management’s full support.
✅ Local Roots, National Strength – Based in Burlington, backed by Scotia Wealth Management’s Total Wealth approach.

Meet Your Burlington-Based Wealth Team

Led by Rod White, with nearly 30 years of experience, and supported by Mason White, Christopher Casalinuovo, and a network of specialists, we offer the kind of VIP treatment that turns financial planning into peace of mind.

Ready to Take the Long View?

Let’s talk about your retirement, your taxes, and your future—from a place that understands where you’re coming from.

📞 Call us today
📍 Visit us in Burlington
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