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  1. Our goal is to provide you with an unparalleled level of service. Finding the solutions to your needs is our foremost focus. On this page, you will find the general contact information for our office. You may choose to call our toll-free number, send us a fax, or visit us in person.

  2. 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.

  3. Get assistance with online and mobile banking, contact numbers and more. A simple conversation about where you are and where you want to be can lead to a better plan for your family, business, future.

  4. Find and download information and forms for ScotiaMcLeod and International Investment Advisory. Access investment management account documents Pinnacle program and Pinnacle portfolios

  5. 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.

  6. 403.213.7518. Fax. 403.298.4054. Address. 225 6th Avenue Southwest, Suite 1700. Calgary, Alberta, T2P 1N2, Canada. Languages. English. About. A co-founder of the Martin & Mueller Group, Dave is committed to building close working relationships and advising the wealth management needs of affluent professionals and retirees.

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  8. David Roberts draws on almost three decades of investment experience to help families achieve their financial goals. He earned a Bachelor of Commerce degree from the University of Alberta in 1989, majoring in finance, and began his career as an investment advisor in 1991.

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