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  1. Oct 31, 2016 · Thoughts on Scotia Mcleod. My mother is nearing retirement and recently had a meeting with a Scotia McLeod representative. For a 1.5% annual fee on total assets, they will take care of her investments. They will also suggest ways to minimize taxes including when and how much to draw out from her RRSP and when to apply for CPP and OAS.

  2. 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.

  3. Dec 12, 2019 · Most fees and costs relating to investments fall into five categories: costs to buy an investment; costs when you sell an investment; investment management fees; financial advisor fees; administration fees for registered plans. Not all types of costs apply to all investments.

  4. Systematic investment framework to maximize risk-adjusted return. ScotiaMcLeod Investment Portfolios are built on layers of expertise, oversight, and risk management. Behind your portfolio, and every investment decision is a team with specialized knowledge.

  5. The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.

  6. We build resilient portfolios designed to provide a smoother ride through the good times and the bad times. We measure our investment management success on a risk-adjusted return basis which measures the return generated based on the risk in your portfolio.

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  8. The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.

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