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View your holdings in all of your accounts, including cash balances, individual holdings, current market values and original costs. You can even see the prices of your equity holdings updated in real time throughout the business day.
The Managed Portfolio Program – A customized investment portfolio managed on a discretionary basis by an Advisor with specific portfolio management credentials. The Portfolio Manager will complete a personalized Investment Policy Statement that clearly outlines your investment objectives.
Systematic investment framework to maximize risk-adjusted return. ScotiaMcLeod Investment Portfolios are built on layers of expertise, oversight, and risk management. Behind your portfolio, and every investment decision is a team with specialized knowledge.
Find and download information and forms for ScotiaMcLeod and International Investment Advisory. Access investment management account documents Pinnacle program and Pinnacle portfolios
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.
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 ...
We build resilient portfolios designed to provide a smoother ride through the good times and the bad times. We measure our investment management success on a risk-adjusted return basis which measures the return generated based on the risk in your portfolio.
