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  1. At ScotiaMcLeod, we take a long-term, holistic view to investment management while managing risk. Dedicated to helping you reach your short-, medium- and long-term financial goals, we keep your needs at the centre of everything we do.

    • About us

      Scotiabank is a leading bank in the Americas. Guided by our...

    • Connect with us

      A simple conversation about where you are and where you want...

    • Individuals and families

      ScotiaMcLeod® Private Investment Counsel ... An exclusive...

  2. Contact us. Trade and direct invest online. Our powerful online trading platform is easy to use, plus you’ll gain access to in depth analysis, research, tips, and much more. Learn more. 1 of 2. How to open a Scotia iTRADE® account? Opening an account is easy and takes about 15 minutes.

  3. 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.

  4. By phone. Call us with your questions, concerns and account inquiries. After service hours, please feel free to contact us through our Automated Scotia iTRADE Teletrader TM Client Service.

  5. 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.

  6. Transfer Authorization for Registered Investments. CA63. (RSP, LIRA, LRSP, RIF, LRIF, LIF, RLIF) This form can be used for RSP to RSP transfers (except for transfers due to death and transfers due to marital break-up), RSP to RIF transfers and RIF to RIF transfers and TFSA to TFSA transfers.

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