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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.
Our top rated research centre offers you access to a wide range of equity and mutual fund reports from ScotiaMcLeod and Scotiabank's Global Banking and Markets division, plus third-party reports from Financial Post and Morningstar.
Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth.
Dec 12, 2019 · Scotiabank & Trust (Cayman) Ltd. provides international private banking services, international investment advisory services, and international wealth structuring solutions. Scroll to Top. The investment fees and costs you pay will depend on your investments and how you purchase them.
- A Distinguished History
- Our Culture: Standing Out, Working Together
- Driven to Support Our Communities
- The Next Century
Our founders: Leaders to the core
In February 1921, four young entrepreneurs – Donald Ivan McLeod, William Ewart Young, James Gordon Weir and John Henry Ratcliffe – started a partnership called McLeod Young Weir Limited with nothing more than $40,000 in capital and a bold vision. Donald Ivan (D.I.) McLeod,an avid painter and supporter of the Arts, was born in Owen Sound, Ontario, in 1886. He was a sketch partner to many of Canada’s most significant artists: A.Y. Jackson, Fred S. Haines, J.W. Beatty, Manly MacDonald, Robert Pi...
Bold vision, strong principles: The early success of McLeod Young Weir
While three large investment houses dominated the industry a century ago, the “Holy Trinity” of McLeod Young Weir prospered and grew into one of Canada’s largest brokerage firms. Our founding partners took a distinctively ethical approach to investing long before today’s regulatory scrutiny existed. This principled culture has served us well and has helped build and maintain our clients’ trust. Our heritage gave rise to decades of rapid growth – the firm grew to 1,600 employees in 43 offices...
Growth and acquisition
By the 1970s, McLeod Young Weir had diversified to offer a full range of investment services. These included bond, stock, and money market trading, corporate and government financing, M&As, commodities and futures, personal investment services, and advice on mutual funds and other specialty products. The firm was noted for its involvement in the bond market. Several bond indices still quoted today originated at McLeod, and McLeod Young Weir Bond Averages, a yardstick of bond yields that they...
The “Loud McLeod” tartan
Before 1997, when live trading still took place at the Toronto Stock Exchange, McLeod traders wore our trademark bold yellow McLeod tartan jacketsto recognize each other easily, trade efficiently and stand out from the crowd. This idea was born because, at the time, Trevor Dixon (McLeod Young Weir 1970–1989) wanted to give his traders more visibility. When his Scottish wife was flipping through fabrics to make their son a tartan jacket, she showed Trevor the McLeod tartan, and he had a brains...
ScotiaMcLeod Charitable Foundation
We are incredibly proud of our ScotiaMcLeod Charitable Foundation(SMCF) and the support it provides to ScotiaMcLeod staff. Established in 1987 to celebrate McLeod Young Weir joining Scotiabank, it promotes philanthropy and recognizes ongoing community involvement and volunteerism. For 34 years, the Foundation has contributed to registered charities across Canada, specifically in the areas of health and social services.
Share the Wealth advisor-led program
In 2015, we launched Share the Wealth—a formal, advisor-led program that encourages and celebrates employee involvement and community engagement. Funded by our teams’ philanthropic efforts, it implements the values of wealth distribution, active community participation and charitable involvement with organizations and programs that align with our goals and values.
Contributions to the Arts in Canada
Today, the artistic spirit of D.I. McLeod lives on through our significant support of such notable events as the Scotiabank Photography Award, the Scotiabank Giller Prize, and Scotiabank Group’s Fine Art Collection, which invests in Canadian artists.
Thank you to each and every one of our employees and clients through the years who have helped us to achieve this monumental milestone. We could not be more proud of who we are and what we have become. How will we evolve by 2121? One thing is certain: the founding principles of McLeod Young and Weir will live on and continue to guide our firm. 1 Th...
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Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time. Learn more
