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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.

    • A Distinguished History
    • Our Culture: Standing Out, Working Together
    • Driven to Support Our Communities
    • The Next Century

    Our founders: Leaders to the core

    In February 1921, four young entrepreneurs – Donald Ivan McLeod, William Ewart Young, James Gordon Weir and John Henry Ratcliffe – started a partnership called McLeod Young Weir Limited with nothing more than $40,000 in capital and a bold vision. Donald Ivan (D.I.) McLeod,an avid painter and supporter of the Arts, was born in Owen Sound, Ontario, in 1886. He was a sketch partner to many of Canada’s most significant artists: A.Y. Jackson, Fred S. Haines, J.W. Beatty, Manly MacDonald, Robert Pi...

    Bold vision, strong principles: The early success of McLeod Young Weir

    While three large investment houses dominated the industry a century ago, the “Holy Trinity” of McLeod Young Weir prospered and grew into one of Canada’s largest brokerage firms. Our founding partners took a distinctively ethical approach to investing long before today’s regulatory scrutiny existed. This principled culture has served us well and has helped build and maintain our clients’ trust. Our heritage gave rise to decades of rapid growth – the firm grew to 1,600 employees in 43 offices...

    Growth and acquisition

    By the 1970s, McLeod Young Weir had diversified to offer a full range of investment services. These included bond, stock, and money market trading, corporate and government financing, M&As, commodities and futures, personal investment services, and advice on mutual funds and other specialty products. The firm was noted for its involvement in the bond market. Several bond indices still quoted today originated at McLeod, and McLeod Young Weir Bond Averages, a yardstick of bond yields that they...

    The “Loud McLeod” tartan

    Before 1997, when live trading still took place at the Toronto Stock Exchange, McLeod traders wore our trademark bold yellow McLeod tartan jacketsto recognize each other easily, trade efficiently and stand out from the crowd. This idea was born because, at the time, Trevor Dixon (McLeod Young Weir 1970–1989) wanted to give his traders more visibility. When his Scottish wife was flipping through fabrics to make their son a tartan jacket, she showed Trevor the McLeod tartan, and he had a brains...

    ScotiaMcLeod Charitable Foundation

    We are incredibly proud of our ScotiaMcLeod Charitable Foundation(SMCF) and the support it provides to ScotiaMcLeod staff. Established in 1987 to celebrate McLeod Young Weir joining Scotiabank, it promotes philanthropy and recognizes ongoing community involvement and volunteerism. For 34 years, the Foundation has contributed to registered charities across Canada, specifically in the areas of health and social services.

    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 and values.

    Contributions to the Arts in Canada

    Today, the artistic spirit of D.I. McLeod lives on through our significant support of such notable events as the Scotiabank Photography Award, the Scotiabank Giller Prize, and Scotiabank Group’s Fine Art Collection, which invests in Canadian artists.

    Thank you to each and every one of our employees and clients through the years who have helped us to achieve this monumental milestone. We could not be more proud of who we are and what we have become. How will we evolve by 2121? One thing is certain: the founding principles of McLeod Young and Weir will live on and continue to guide our firm. 1 Th...

  2. Scotiatrust has been providing peace of mind for Canadian families for over 100 years. Our specialized services are tailored to meet your personal objectives and evolve across a variety of life stages and financial events.

  3. ScotiaMcLeod. Since 1921, we’ve been a trusted source of investment advice. As one of the cornerstones of Scotia Wealth Management, ScotiaMcLeod is committed to delivering personalized advice through a disciplined investment approach and a culture of professionalism and integrity.

  4. 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.

  5. Private Investment Counsel. We’ve served some of Canada’s most affluent individuals, families, businesses and foundations for over 140 years, working together to deliver results on behalf of our clients.

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  7. Scotia Wealth Management offers an innovative team-based approach to wealth management that addresses the entirety of your life—your family, your business, your future—one facet at a time. We call this Total Wealth.