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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.

  2. 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.

  3. Votre conseiller en gestion de patrimoine vous aide à créer et à gérer votre portefeuille, en conformité avec vos besoins individuels ou familiaux uniques, en vous faisant choisir parmi une vaste gamme de solutions de gestion de placements offertes par des gestionnaires externes de fonds exclusifs.

  4. 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.

  5. Your ScotiaMcLeod Wealth Advisor will work carefully with you to determine which types of investments meet your needs, your ambitions and your risk tolerance, from fixed income and equities, to mutual funds and ETFs. ScotiaMcLeod also offers a strong level of expertise in Gold and Precious Metals.

  6. See your portfolio online and transfer funds to your account. Scotia OnLine allows you to easily view and contribute to ScotiaMcLeod accounts. Online account access is integrated across platform, so you can see both your ScotiaMcLeod and Scotiabank accounts together in one spot.

  7. In 2021, ScotiaMcLeod® proudly celebrated its 100th anniversary. In 1921, McLeod Young Weir was founded by four young entrepreneurs who established an environment of trust, teamwork, financial expertise and innovation with just $40,000 in capital.

  8. ScotiaMcLeod Online Banking. We are pleased to provide you with the benefit of convenient access to your portfolio via the Internet through our secure, online service, Scotia OnLine®. Welcome to the Scotia Wealth Management client resource centre. Explore various forms and documents for your needs.

  9. 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.

  10. Dec 12, 2019 · Scotiabank & Trust (Cayman) Ltd. provides international private banking services, international investment advisory services, and international wealth structuring solutions. Scroll to Top. The investment fees and costs you pay will depend on your investments and how you purchase them.

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