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  2. Let's Create a Financial Strategy To Help Pursue Your Goals & Transform Your Future. We Take a Personalized Approach To Offer You Investment Solutions Focused On Your Future.

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  1. Aug 14, 2024 · Portfolio investment refers to acquiring and managing an array of financial assets, such as stocks, bonds, and other securities, while balancing risk and maximizing returns over time.

  2. Neal joined Scotia Wealth Management in 2010 and works closely with client families on all aspects of their investment portfolios and total wealth plans to allow them to achieve their long-term goals. Neal focuses on regular portfolio and total wealth plan reviews, to ensure clients are always involved and up to date on current market conditions, and their investment portfolios. Neal was born ...

  3. Marc Henein joined ScotiaMcLeod in 2004. He has been working with entrepreneurs and professionals since 2001. His expertise includes the management of significant liquidity events for clients. Working in partnership with clients’ tax and legal professionals, Marc manages portfolios focused on capital preservation and tax-efficient income generation. Marc has written investment and financial ...

  4. ScotiaMcLeod Investment Portfolios – Asset management is performed on a discretionary basis by 1832 Asset Management L.Pand Jarislowsky, Fraser Limited, affiliates ...

  5. Consent to receive electronic communications I agree to receive emails from Scotia Capital Inc. (carrying on business as Scotia iTRADE, ScotiaMcLeod, each a division of Scotia Capital Inc., International Investment Advisory and Scotia Wealth Management) and other members of the Scotiabank group of companies containing offers and other valuable information, including that of our trusted partners.

  6. The ScotiaMcLeod Investment Portfolios® are a suite of exclusive investment solutions, rich in choice and flexibility, and grounded in rigorous risk management and governance. At the heart of the program is a partnership between Scotia Wealth Management and its asset management affiliates.

  7. Portfolio management is provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia ...

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    related to: What is ScotiaMcLeod investment portfolios?
  2. Let's Create a Financial Strategy To Help Pursue Your Goals & Transform Your Future. We Take a Personalized Approach To Offer You Investment Solutions Focused On Your Future.

    8425 PULSAR PLACE, COLUMBUS, OH · Directions · (614) 880-4817
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