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Apr 28, 2021 · 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 ...
The bright yellow “loud McLeod” tartan represents our values: respect, integrity, honesty and loyalty. As part of Scotia Wealth Management, the people of ScotiaMcLeod are committed to a common goal – to provide exceptional wealth management and client service. Our culture is driven by collaboration, powered by our Advisors.
We have seen tremendous annual growth in the number of ScotiaMcLeod colleagues whose community involvement efforts we can recognize with awards from Share the Wealth: 2015: 3 award grants totalling $30,000. 2016: 8 award grants totalling $52,000. 2017/2018: 36 award grants totalling $234,000. 2019: 56 award grants totalling $360,000.
In 2021, ScotiaMcLeod® proudly celebrated its 100th anniversary. In 1921, McLeod Young Weir was founded by four young entrepreneurs who established an environment of trust, teamwork, financial expertise and innovation with just $40,000 in capital. Donald Ivan (D.I.) McLeod, an avid painter and supporter of the arts, was a sketch partner to ...
ScotiaMcLeod Wealth Advisors have the knowledge and flexibility to offer customized solutions for your wealth management. Your Wealth Advisor will work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future.
When it’s important to our communities, it’s personal to us. Since 1987, The ScotiaMcLeod Charitable Foundation has played a vital role in supporting the culture of philanthropy at ScotiaMcLeod®. Established in 2015, the Share the Wealth program is preparing to issue its next round of donations this October — and it’s looking like a ...
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ScotiaMcLeod® online. 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.
