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  1. Learn more about how a ScotiaMcLeod Wealth Advisor can help you develop an investment management strategy designed to manage risk, meet your financial goals, enhance what you’ve accumulated and transfer your assets to future generations.

  2. Service Canada offers an automated telephone service that provides general information about Canada Pension Plan (CPP) benefits, including how to apply. It is available 24 hours a day, 7 days a week. To get more information or make changes to your account, you may speak with a CPP representative during business hours.

  3. 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.

  4. This form can be used for RSP to RSP transfers (except for transfers due to death and transfers due to marital The Bank of Nova Scotia break-up), RSP to RIF transfers and RIF to RIF transfers and TFSA to TFSA transfers.

  5. Apr 28, 2021 · Renamed ScotiaMcLeod in 1988, we launched our self-directed, full-service RRSP (in 1991) and have grown to become one of Canada’s premier wealth management providers. ScotiaMcLeod is one of the investment arms of Scotiabank, a division of Scotia Capital Inc., one of Canada’s largest financial institutions.

  6. See your portfolio online and transfer funds to your account. Scotia OnLine allows you to easily view and contribute to ScotiaMcLeod accounts. Online account access is integrated across platform, so you can see both your ScotiaMcLeod and Scotiabank accounts together in one spot.

  7. The Canada Pension Plan (CPP) is a social insurance plan that is funded by the contributions of employees, employers and self-employed people as well as the revenue earned on CPP investments.

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