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Oct 31, 2016 · Scotia McLeod is full service brokerage. You invest with a team of portfolio manager(s) and their assistants. This team is basically self-employed, and these teams can be with any financial institution. From $100k, you can get Imperial Services with CIBC, and invest with their brokerage side.
The Managed Portfolio Program – A customized investment portfolio managed on a discretionary basis by an Advisor with specific portfolio management credentials. The Portfolio Manager will complete a personalized Investment Policy Statement that clearly outlines your investment objectives.
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.
Mar 17, 2022 · The North American Securities Administrators Association (NASAA) released its annual list of top investor threats to look out for in 2022. This year, popular and novel investments, such as cryptocurrencies and digital assets, are among the top scams that may be affecting investors.
Jul 20, 2023 · If you get an out-of-the-blue call, text, or email about “an amazing investment opportunity,” it’s a scam. Walk away. Don’t believe promises that you’ll make money or earn guaranteed returns.
You will receive account statements from ScotiaMcLeod® on a regular basis. As illustrated, these will provide you with the details of your transactions over the reporting period and will summarize your investment holdings.
Signs of an Investment Scam. Knowing the tactics scammers use to lure people into investment scams helps you avoid them. Here are some signs you may be dealing with an investment scam: Scammers promise you’ll make big money, guaranteed income, or guaranteed profits or returns.
