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ScotiaMcLeod Group Plans offer participants a number of benefits. Our plans offer some of the following benefits to participants: A dedicated Wealth Advisor and support team. Administration fee savings.
ScotiaMcLeod Group Plans offer one of the most flexible plan structures in Canada, relieving the sponsor of fund manager selection and monitoring responsibilities. Learn more
Apr 28, 2021 · To enhance the Enriched Thinking promise to our clients, Scotia Wealth Management developed the innovative Total Wealth approach, designed to satisfy a client’s needs from simple to complex. Each client’s Total Wealth Plan considers every facet of their financial life, resulting in a dynamic, cohesive strategy.
Benefits of a Total Wealth Plan. Total Wealth Planning Process. A Total Wealth Plan is the result of going through our Total Wealth Planning Process. During this process, you can expect: A deep discovery of your current financial situation and lifestyle goals. Commentary that is strategic and forward looking.
At ScotiaMcLeod we are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service. This is a complimentary, value-added offering that will only enhance your working relationship with your ScotiaMcLeod advisor.
Benefits to you Multi-layered risk management and oversight Systematic investment framework to maximize risk-adjusted return. ScotiaMcLeod Investment Portfolios are built on layers of expertise, oversight, and risk management.
Registered Retirement Savings Plans (RRSP) Maximize your retirement savings with tax benefits on your investments. Open an RRSP now. Special Offer. Earn up to $400 with a Scotiabank banking package and an investment plan. Learn more.
