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ScotiaMcLeod Group Plans offer participants a number of benefits. Our plans offer some of the following benefits to participants: A dedicated Wealth Advisor and support team. Administration fee savings.
- About ScotiaMcLeod
ScotiaMcLeod Group Plans offer one of the most flexible plan...
- About ScotiaMcLeod
ScotiaMcLeod Group Plans offer one of the most flexible plan structures in Canada, relieving the sponsor of fund manager selection and monitoring responsibilities. Learn more
- 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...
Benefits of a Total Wealth Plan. Total Wealth Planning Process. A Total Wealth Plan is the result of going through our Total Wealth Planning Process. During this process, you can expect: A deep discovery of your current financial situation and lifestyle goals. Commentary that is strategic and forward looking.
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.
Benefits to you Multi-layered risk management and oversight Systematic investment framework to maximize risk-adjusted return. ScotiaMcLeod Investment Portfolios are built on layers of expertise, oversight, and risk management.
Registered Retirement Savings Plans (RRSP) Maximize your retirement savings with tax benefits on your investments. Open an RRSP now. Special Offer. Earn up to $400 with a Scotiabank banking package and an investment plan. Learn more.
