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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. ScotiaMcLeod Advisors offer a range of investment management solutions and advice to match your preferred level of participation and will execute, manage and monitor your investment portfolio according to your bespoke, personalized investment management plan.

  4. From our roots as a trusted source of investment advice, ScotiaMcLeod has grown into a full-service brokerage firm, offering a team of experienced investment professionals. Together we are dedicated to client service excellence – by offering informed investment advice and creative solutions.

  5. 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.

  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. 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.

  8. 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.

  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. 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 ...

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