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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.
Our top rated research centre offers you access to a wide range of equity and mutual fund reports from ScotiaMcLeod and Scotiabank's Global Banking and Markets division, plus third-party reports from Financial Post and Morningstar.
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 ...
ScotiaMcLeod Advisors offer a range of investment management solutions and advice to match your preferred level of participation and will execute, manage and monitor your investment portfolio according to your bespoke, personalized investment management plan.
Apr 28, 2021 · Renamed ScotiaMcLeod in 1988, we launched our self-directed, full-service RRSP (in 1991) and have grown to become one of Canada’s premier wealth management providers. ScotiaMcLeod is one of the investment arms of Scotiabank, a division of Scotia Capital Inc., one of Canada’s largest financial institutions.
