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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. How to open a Scotia iTRADE® account? Opening an account is easy and takes about 15 minutes. Our helpful tips & checklist below could help make the process easier for you.

  3. View your holdings in all of your accounts, including cash balances, individual holdings, current market values and original costs. You can even see the prices of your equity holdings updated in real time throughout the business day.

  4. Discover Canada’s first sustainable investing tools for direct investors. Learn how to achieve your goals. Scotia iTRADE® is a top-rated online discount brokerage that offers low-cost commissions on direct investing for any investor.

  5. May 22, 2024 · Before opening an account, a ScotiaMcLeod advisor will meet with you to understand your needs and goals and assess your financial situation. As part of the advisory process the advisor will then develop personalized recommendations and present documented solutions prior to implementing your strategy. You can find a ScotiaMcLeod advisor in your ...

  6. Find and download information and forms for ScotiaMcLeod and International Investment Advisory. Access investment management account documents Pinnacle program and Pinnacle portfolios

  7. Start investing with Scotia iTRADE today. Open an account. Dive into a whole new world of direct investing with Scotia iTRADE® with resources to help you in every step of the way.

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